Consultation Services

There's a sea of market options out there, and at Sterling Edge Financial, we believe in providing flexibility, choice, and hyper-personalized solutions. That's why we partner with multiple custodians to serve your unique needs on an individual basis.

Risk Management
Understanding how to navigate risk can be daunting, but at Sterling Edge Financial, we're here to simplify the process. Through tailored processes, conversations, and education, we empower you to make informed decisions to manage your financial risk. We provide ongoing service, advice, and placement of insurance solutions to support your financial plans.

Life Insurance
Crafting a strategy to protect your loved ones is essential, and Sterling Edge Financial is here to guide you.

Disability Insurance
Disability insurance often flies under the radar, but it's a critical component of your financial plan.

Long Term Care
Planning for long-term care is essential, and Sterling Edge Financial can help you navigate your options.

Employee benefit selections can be overwhelming, but Sterling Edge Financial is here to provide guidance. We recommend reviewing your benefits annually to ensure they align with your evolving financial plan.

Planning for retirement requires careful consideration, and Sterling Edge Financial is here to help. We provide detailed guidance and recommendations on retirement plans and strategies, ensuring you're financially prepared for life after employment.

Annuities can play a significant role in retirement income strategies, and Sterling Edge Financial is here to help you navigate these complex tools. Whether you're exploring annuity options or need ongoing support with existing contracts, we're here for you.

Setting up and managing retirement plans for your business can be complex, but Sterling Edge Financial is here to simplify the process. Whether you're looking to implement a new plan or optimize an existing one, we provide comprehensive support and ongoing participant engagement.