David Neterer founded “Sterling Financial
Management, Inc.” in December 2009 to better
serve you – the client. Dave is joined by three
LPL Private Wealth Managers; David Cushwa,
Ken Smith, and Kelly Batey along with Courtney Dowler, Client Service Associate, and Carlene Willhide, Director of First Impressions.
Our Private Wealth Managers work hard to help simplify our clients financial lives, optimize their investments, and provide a financial plan for their future. We use a consultative process to help our clients grow and preserve their wealth and pursue their most important financial goals with a reliable process. We have a multitude of alternatives and tools for conducting true, objective financial planning and asset management. financial planning services, investment management, insurance, college funding, tax, real estate and retirement planning for both individuals and businesses are services offered at Sterling Financial Management, Inc.
Sterling Financial Management, Inc. has partnered with LPL Financial. They offer their independent advisors access to research on stocks, bonds, mutual funds, annuities, and asset managers across every asset class. With no proprietary products, LPL Financial is able to offer independent advice. These services greatly enable Sterling Financial Management, Inc. to effectively help their clients by offering objective strategies to the challenges of wealth accumulation, preservation, and management. As of March 31, 2019, LPL finished with 16,189 advisors with $684 billion in total brokerage and advisory assets, as noted on www.lpl.com.
To provide financial planning services and investment management guidance in an understandable down-to-earth approach. Present client’s historical overall net worth and investment growth in simple logical reports. Be accountable to their goals and objectives and provide measurable reports about their progress.
To provide a single online source for a clients “Financial House” which would include; bank accounts, investment accounts, retirement accounts, wills, trusts and powers-of-attorney. Not only will they be able to view their total financial picture – they will also be able to access all of their important documents online.
To fulfill dreams and pursue financial goals for our clients, providing them with results and financial independence.
Our firm uses a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our firm maintains a constant commitment to putting service and our clients’ interests first.
We Provide Our Clients:
Easy to read statements
Combined reporting of investments
Yearly reporting of net worth
Risk Tolerance profiling
Portfolio Risk projections and modeling
Retirement income planning
Proactive planning and a sound investment strategy