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Helping to Create a Secure and Comfortable Life in Retirement.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 949-859-8900
Extra - 949-202-5861
- Address:
- 25950 Acero Mission Viejo, CA 92691
- Email:
- Other Emails:
- Link:
- Categories
- Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives
- Services / Products
- Financial Planning, Financial Planning consultants, Financial Services, Investment advisory services Investment Management, certified financial planner, financial planning, financial service
- Payment Options
- Brands
- 401(K), 403(b), Asset Management, Estate Planning, Financial Planner, Financial Planning Consultants, IRA, IRAs, IRAs 401(K), 403(b), Investment Advisory service, Orange County Financial Advisors, Retirement Income Planning, Sterling Financial Advisors, Tax Management, certified financial planner, financial planning, financial service
- Location
- Sterling Financial Advisors is located at 25950 Acero #310 in Mission Viejo California.
- Amenities
- Call to Get A Complimentary Retirement Weather Report at 949-859-8900 or click on our website to attend on of our local investment seminars athttp://www.sterlingfa.com/ . Reserve your seat today!
- Accreditation
National Ethics Bureau,
Licensed Securities Broker
Licensed Insurance Broker
General Info
Sterling Financial Advisors Orange County Financial Advisors with thousands of satisfied clients who trust us since 1981. The secret of our client's success and our longevity is simple. It's all about you! Our approach to retirement is all about problem-solving and helping individuals achieve the peace of mind and quality of life they desire in retirement. During our first meeting, one of our main objectives is to help you define and clarify you goals that you may have for your retirement as you move forward. Questions we ask all of our clients are • What do you want out of retirement? • What do you want your retirement assets to do for you and your loved ones? • How much income will you need to live the kind of life you desire? • How much risk do you want to take with your investments? We have found that many of the goals for retirees are similar in nature, however we have also found that most people have specific hopes and dreams they want to achieve in their golden years. That is why it is critical to set up a customized Personal Retirement Income Plan (PRIP) designed specifically for you. We cover all aspects of financial advising including: * Retirement Income Planning * Asset Management * Income Tax Management * Estate & Legacy Planning Our Founder Dan Ohlwiler has been often referred to as "The IRA Professor" because of his understanding and knowledge of the ever-changing tax laws affecting distributions from IRAs, 401(K), 403(b) and other retirement plans. Using this knowledge he has helped his clients design customized retirement plans to meet each individual client's needs and goals. Taking a conservative approach in the planning process, We work hard to protect our clients' hard earned principal and we have enjoyed working with the great people over the years who have become part of the family of clients of Sterling Financial Advisors. Expertise, knowledge, return on investment and a conservative approach are just a few reasons why we have satisfied thousands of clients since 1981. Call Get A Complimentary Retirement Weather Report today at 949-859-8900!