About

At The Sterling Insurance & Financial Group, our mission is to help you crystallize your vision and develop a wealth management plan to help you pursue your dreams and goals. Through the Collaborative Wealth Management process, we bring a unique combination of financial expertise, planning experience and the ability to listen --really listen -- and focus on your dreams.

Safe-Money Strategies

• Wealth planning
• Business Succession Planning
• Retirement Planning

Insurance Services

• Group Benefits (Companies of 2 - 1000) Employees
• Medicare (Advantage Plans/Med Supp Plans) in CA and 11 other States
• Long-Term Care
• Disability
• Ancillary Solutions (Cancer, policy, Accidental, Dental/Vision, Covered CA Certified, etc)