Achieving financial security is what every person wishes for at a certain point in their life. It’s essential to be financially literate and know how to manage money, and be more responsible in spending. Young people are either torn between getting insurance or investing money, but end up thinking twice about it due to misconceptions about high insurance and investment charges. This is where financial companies like Sterling Height Financials enter and correct your misunderstanding.
Sterling Heights Financial Group is your one-stop site for all your financial needs. The company offers a wide array of financial services ranging from life insurance or long term care, retirement planning, business planning, rollover services, home and auto insurance, to financial reviews.
Aside from all these services, Sterling Heights is also sharing different financial tips like paying off debts, starting an investment portfolio, and how to properly get an insurance plan in place for your family.
The company’s team consists of three people with different specialties. Being in the advisory and insurance business for over a decade, Daniel Carinci handles all the different insurance needs. Jesse Bowman specializes in retirement planning, which includes income planning, risk management, long-term care costs, and legacy planning for clients. Last but not least, Doug Raible specializes in assisting company owners with business planning and investment strategies as they aim to reach their goals of financial security.
Sterling Heights’ goal is to provide value and constant communication for the clients at a discounted rate. They are also implementing an educational platform to give their clients and followers access to guidance without any cost or consultation fee, while still being able to assist with their planning.
The firm exists as one of the lowest cost providers in the area, which allows the handling of financial needs under one roof. The team already has built well over 125 client accounts in just their first 2 years of business. Within one team, the company encompasses all stages of financial planning, which includes all insurances, investments, business planning, and retirement planning.
Sterling Heights Financial Group is currently seeking to manage savings and retirement funds of clients between 55 to 75 years old who are retiring or currently in retirement. Business owners from Pittsburgh or Florida who want assistance with company plans, business planning, and managing the company finances for the owners, are welcome to contact the team at Sterling Heights Financial Group, LLC.
Sterling Heights Financial offers its services at a discounted rate compared to their competitors, while still being able to provide free financial education to the clients. It is in the company’s policy to provide the highest standard of care, and always act in the client’s best interest.
The company is independent, so the agents can broker out all products and investments to find the best option for each client, as opposed to selling products for an investment firm This completely cuts out the product incentives that many firms utilize. Clients receive more value for a lower rate compared to other financial companies.
Sterling Heights Financial Group, LLC, was started to provide ethical, professional, financial guidance to clients of all demographics and incomes. Now, the company exists to change the dynamics of financial firms everywhere.