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Sterling Wealth Partners

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A Sterling Experience

Your Partner in Planning

Comprehensive Wealth Strategy

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Welcome to Sterling Wealth Partners

 

We provide Panoramic Financial Planning to people who value advice in an engaging environment with an approachable voice. Helping them feel energized and providing them with clarity for the future through our proprietary process called the IN*SIGHT FORMULA.

The IN*SIGHT FORMULA integrates eight pillars, which include: investment management, risk management, income planning, tax strategy, social security strategy, estate planning, legacy planning, and value-added services, for successful families, professionals, and business owners.

Our goal is to help you implement a plan with multiple strategies to reduce the risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. The IN*SIGHT FORMULA is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

 

 

Schedule a Complimentary FIT Meeting Now

 

Meet the Team

 

Listen to Scot's Podcast: Retire Eyes Wide Open Here

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Keep up to date with what's going on in the financial world as well as what's happening in the little world that is Sterling Wealth Partners in Tustin, CA. 

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Sterling Thoughts Newsletter

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17332 Irvine Blvd, Ste 130
Tustin, California
92780

  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg, Susan Green, and Steven Murphy are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License Scot #0G89727,  Susan #0H46068, Steven #4142833.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Scot Landborg, Susan Green, and Steven Murphy are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Scot: AL;AZ;CA;CO;GA;IL;MA;MN;MO;MT;NH;NJ;NV;NY;SC;TX;VA) (Susan: CA;IL;NV;SC;TX) (Steven: CA) For investment advisory services these states include: (Scot: AL;AZ;CA;CO;FL;IL;MA;MN;MO;MT;NJ;NV;SC;TX;VA;WA) (Susan: CA;IL;NV;SC;TX) (Steven: CA) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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