Sterling Investment Management, Inc. is a Beaverton Fee-Only Financial Planning firm providing independent, investment advisory services to assist you with retirement planning. It all begins with a plan. Whether you are saving for the vacation of a lifetime, providing for your children's education, or planning for retirement, a sound financial plan will help you realize your goals.
As a Fee-Only advisory firm, our recommendations are untainted by any type of compensation or commissions received from the providers of financial products such as investment funds and/or insurance companies. Sterling Investment Management, Inc. prides itself on identifying and implementing strategies to help you achieve your personal goals.
As a Fee-Only advisory firm, our recommendations are untainted by any type of compensation or commissions received from the providers of financial products such as investment funds and/or insurance companies. Sterling Investment Management, Inc. prides itself on identifying and implementing strategies to help you achieve your personal goals.
Services
Alan Nelson is the Founder and President of Sterling Investment Management, Inc., a Fee-Only financial services firm offering comprehensive, personalized financial advice. Our office is located in Beaverton, Oregon. Sterling Investment Management, Inc. provides financial planning and investment counseling to individuals and families.
Sterling Investment Management, Inc. is a financial planning and Registered Investment Advisory firm headquartered in Beaverton, Oregon. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. Sterling's advisors work solely for you, their client, by providing financial services of the highest quality along with superior customer service.
Answer: Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future. It is important to remember that financial planning is a process.
The National Association of Personal Financial Advisors - The largest organization of Fee-Only financial advisors in the country. The Portland Financial Advisors Network - Information to assist you with finding a local financial advisor. At certain places on this Sterling Investment Management, Inc. Internet site, live 'links' to other Internet addresses can be accessed.
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