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woman on bench with dog drinking coffee tea retirement planning

Sterling Wealth Services logo

Secure Your Future

Retirement Planning

Prepare for your future, today.

Whether you’re retiring in 10 years or 25 years, Retirement Planning Solutions offered through Sterling Wealth Services are designed with your future needs in mind. With the help of your LPL Financial Advisor located at Sterling National Bank, you’ll have the tools and guidance to work toward a secure financial future.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Hands-On, Expert Guidance

Retirement Planning

The retirement planning Advisors of LPL Financial located at Sterling National Bank, are here with the advice, guidance, customized solutions, and personal attention you need to work toward creating and managing a successful retirement strategy.

Customized
Strategies

Your LPL Financial Advisor will design an investment strategy that meets your specific needs and recommend IRA solutions that are right for you.

Long-Term
Outlook

Your strategy factors in crucial variables like inflation, future healthcare expenses, life expectancy, and projected investment returns.

A Holistic
Approach

Retirement is just one of your financial goals—that’s why your LPL Financial Advisor will help you find the right balance for all of your expectations.

Ongoing
Guidance

Your LPL Financial Advisor will meet with you on a regular basis to pursue your goals.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Sterling Wealth Services, and may also be employees of Sterling National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Sterling National Bank or Sterling Wealth Services. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations of all advisors) AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

Securities and insurance offered through LPL or its affiliates are:

Not a Bank Deposit Not Bank Guaranteed May Lose Value
Not Insured by FDIC or Any Federal Government Agency
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