discover confidence.
Discover Sterling Bridge Financial
We help deliver the planning you need to live comfortably in retirement.
DISCOVER
Imagine what your ideal retirement looks like and explore what’s important to you.
Imagine what your ideal retirement looks like and explore what’s important to you.
EVALUATE
Examine your current financial situation and determine your retirement income needs.
Examine your current financial situation and determine your retirement income needs.
PLAN
Develop a custom strategy so you can take steps toward meeting your retirement goals.
Develop a custom strategy so you can take steps toward meeting your retirement goals.
Today's retirement is different.
It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
FREE CHAPTER DOWNLOAD
Am I Ready? If you’ve been asking that question, this is the resource to help you find out.
Written by cousins Anthony Landi and Frank Diana, co-founders of Sterling Bridge Financial Group, “Am I Ready: Building the Bridge to Your Retirement” will help you cross the divide from confusion to confidence.
In this book, you’ll find a wealth of valuable information, such as:
- The importance of planning for retirement so that you don’t have to change your lifestyle.
- How market volatility affects your investments, along with Wall Street Math.
- Why estate planning and legacy building needs to be consistently reviewed.
- And More!
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.