Financial Planning
We help you set attainable goals for the near term and for the future. We help you build your upside and protect your downside. We set aside a session to focus on your goals and dreams and to help you put timelines to these goals.
Retirement Planning
How much do you need in retirement? What can you expect your expenses to be?
What will you receive in Social Security benefits? What is the best age to collect?
Investment Counseling
We think it makes sense to spend a few minutes in the "parking lot" devising your itinerary and reviewing your "investment road map," rather than carelessly darting into different investments and ending up with a haphazard portfolio.
Tax Advice
How can you pay less in taxes so that you can re-allocate those funds toward reaching your goals?
Are you taking advantage of all the tax-saving strategies available to you?
Our Name Has Changed!
Cambridge Tax & Financial Consultants is now Sterling Wealth Advisors! We are fee-only Personal Financial Advisors providing financial planning, retirement planning, investment counseling, and tax advice.
Located in the Fort Lauderdale area, we provide comprehensive financial and investment planning for a fee and receive no commisions from the purchase or sale of products.
Learn more about what we offer. »
What's New
June 8 Webinar:
"Making Better Investment Decisions: Are You Costing Yourself Money?" Couldn't join us? Visit our webinar page to watch the recording.
Miss our January webinar?
"Understanding the Roth IRA Conversion Opportunity." Visit our webinar page to watch the recording.
Newsletter
Download our latest Financial Focus newsletter: Spring 2010
Focus on Fiduciary
At SWA your financial advisor is committed to a fiduciary standard. This means that your advisor is putting your interests first and giving advice without any influence from outside interests.
To learn more about the fiduciary difference, watch the video clip on the right, or visit the Focus on Fiduciary Web site.
