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estate planning

Upgrades and Enhancements at Sterling

Submitted 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. 

Tags:
  • estate planning
  • financial advisor
  • Financial Planner
  • orange county
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Tax Preparation
  • Wealth Management
  • Read more

The Queen (of Soul) Dies Without a Will

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 29th, 2018

Aretha Franklin, the “Queen of Soul” and arguably one of the greatest singers of all time, recently passed away at age 76. Unfortunately, she joins a long line of wealthy people and celebrities (Prince, Howard Hughes, and James Brown among others) who did not have a will or estate plan in place.

Tags:
  • arteha franklin
  • estate planning
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

Estate Planning – It’s Not Just for The Wealthy

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on March 14th, 2017

Thinking about death, and what is going to happen to your family when it you pass away, is an uncomfortable topic for most people. Then, when you phrase it as “estate planning”, most people just say “well that is for wealthy people” and rationalize that they do not need to do it.

Tags:
  • estate planning
  • Jim Allen
  • Orange County Wealth Management
  • Scot Landborg
  • Read more

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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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