Sterling Wealth Management, LLC

Member

(352) 509-5388

1740 Southeast 18th Street Building 901 Ocala, FL 34471

www.swmfl.com

Today: 9:00 AM to 5:00 PM

Your Partner for Your Retirement Years

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.

Hours of Operation

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

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