Retirement Planning

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. 

Your Social Security benefit will likely be one of your largest and most important sources of income during retirement. What we know about Social Security benefits are that they are:

·       Guaranteed by the federal government