Upgrades and Enhancements at SterlingSubmitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 2nd, 2019
We’re making some exciting upgrades and enhancements at Sterling Wealth Partners.
First, we upgraded our tax strategy and tax preparation area of our business. We have partnered with multiple CPAs around Southern California to match you with the best option for your needs.
We are also enhancing our parternship for estate planning services. Attorney Bruce Gleit, is an estate planning attorney with over 26 years of experience. He will be helping clients with estate plan reviews, trust document preparation, amendments, and health care directives. Bruce will be a valued resource to consult clients as estate laws change.
We are continuously improving our technology. We upgraded our software to allow you to not only view your accounts with Sterling online but also access a secure document storage vault. You will be able to keep important estate planning, tax, and investment documents in a secure place online. We have also added an online appointment calendar system to easily book a Zoom or in-person meeting with Scot Landborg.
Our investment strategy, philosophy, and execution will continue with no changes.
With over 17 years in financial planning, Scot has learned that change is a constant force. The upgrades to our ability to support tax planning, estate planning, and technology are exciting, and will overall help improve our client experience.
Our goal remains the same, to deliver a Sterling experience from start to finish – to ensure clients get the attention and service they deserve. If you have questions about how these changes impact you individually, please feel free to reach out to our office and schedule time for us to connect.
Bruce Gleit is not affiliated with USA Financial Securities.