Scot Landborg

714-592-7705
info@sterlingwpartners.com
Sterling Wealth Partners is a financial planning firm dedicated to helping you pursue your goals.
Our team is made up of highly qualified professionals who have decades of combined experience in the field. We take a panoramic approach to financial planning, where we take into account all aspects of your life, including education, career, family, and more.
We are dedicated to helping you fulfill your dreams and live the life you want.
Why us? We are professional, we are experienced, we are educated, and we are going to be here for you for a very long time.
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, financial 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.