Sterling Wealth Management, LLC

Name: Sterling Wealth Management, LLC
Address: 1740 Southeast 18th Street Building 901, Ocala, FL, 34471, US
Telephone: (352) 509-5388

Your Partner for Your Retirement Years

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Member·Today: 9:00 AM to 5:00 PM·Ocala, FL

1740 Southeast 18th Street Building 901

Ocala, FL 34471

(352) 509-5388

www.swmfl.com

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About this business

The Sterling Planning Process starts with a Discovery Meeting. Here we develop an understanding of what client expectations are regarding income, risks and reserve. This Discovery Meeting is a no-pressure discussion to see if we are a right fit for each other. If we feel that Sterling Wealth Management can add value to the client, then we schedule a second meeting called Strategy Design. From there, we will next have an Implementation Meeting to put the plan in place.

Products and Services

Retirement Planning

At SWM, we are a retirement firm, guiding you from Wealth Management, Life Insurance and Medicare.

Medicare

Medicare is complicated, but understanding the basics of eligibility, enrollment and whats covered can go a long way. Our licensed Medicare Agents will review all current plan options and find the best fit for your needs and budget.

At SWM, we are a retirement firm, guiding you from Wealth Management, Life Insurance and Medicare.

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Mkay@swmfl.com

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Mon 9:00 AM to 5:00 PM
Tue 9:00 AM to 5:00 PM
Wed 9:00 AM to 5:00 PM
Thu 9:00 AM to 5:00 PM
Fri 9:00 AM to 5:00 PM
Sat Closed
Sun Closed