Sterling Heights Financial Group, LLC

Welcoming one of our newest clients Nate Nieland looking forward to helping with your financial management as you grow your real estate businesses

How to Rollover a 401k or employer sponsored plan!

Finding a financial advisor in Pittsburgh: What are some things to ensure your advisor will provide with their services? Ask about their fee structure. Are they focused on selling products for commissions, flat fees, or a percentage of the retirement assets they manage?... What do they specialize in? It's great to have a general understanding of insurance, taxes, retirement, investing, and finance, but advisors specialize in different markets. Working with a specialist is better than a generalist. What is their level of communication like? Will they call you and meet with you multiple times per year to update you on your finances? Or will they not reach out for years at a time to keep you in the loop? Searching for an advisor is an important step to your retirement planning in Pittsburgh, make sure to do your due diligence before finding a partner.

***PLEASE SHARE*** When Doug and I decided to start our own company 2 years ago, we knew it was a big risk. We both had jobs that were secure; but we wanted to... do more. We wanted to help people maximize their financial growth and have more peace of mind for their future; but we wanted to do it without all the fees that big corporations charge clients. Now 2 years later, I’m proud to say that we have helped hundreds of people make positive changes for their financial futures! I can’t say thank you! enough to everyone who has trusted us. As we continue to grow our business, we rely on word of mouth from friends, family and clients; and we would appreciate it so much if you could all take a moment to share our page. As Covid has put a damper on meeting with as many people as usual, social media is a great way for us to expand! At the end of the month, we will pick a random person who shared this post to win a t-shirt! Thank you all so much for your continued support! See more

Welcoming one of our newest clients DSB Digital Aaron Robinson!

Need help transitioning to retirement? Not sure how much income, risk, tax questions, and how much extended care costs might be? Give us a call to retire right! #Sterlingheightsfinancial

We haven't really marketed for it, but we have 4 new life insurance clients this week! If you are left without employee benefits or own your own company, it should definitely be a necessity to have the proper #lifeinsurance to protect your income and debts for your family.

Our retirement clients get to contemplate this with all the free time they get to enjoy! Planning to retire soon? Make sure you have a solid plan in place too

We miss football and wanted to reference our retirement post to the Steelers! If you are retiring soon in Pittsburgh, give us a call

In this crazy economy there's only thing we all share, and that is the desire to retire and reach financial security. Some see this as buying a yacht in Florida and living on the beach. Other's see this as having no more debts and a consistent income without working. We all want to reach retirement, but many people will make some crucial mistakes in planning. It's not as easy as stacking money and assuming it will cover all the bills in retirement. You must also consider i...nflation, risk, taxes, unexpected bills, and much more. We help people retire comfortably, and if you aren't ready to plan yet, make sure to #InvestInYou

Things to know about retirement! 1. Research ways to create a pension plan for consistent monthly income in retirement. 2. Ensure a portion of your retirement assets are invested to outpace inflation 3. Understand what each of your monthly expenses will be in retirement... 4. Draft a will and a list of your financial contacts your family may need in the future 5. Consider all tax strategies and any consequences as you begin withdrawing funds in retirement. And of course find a great financial planner in Pittsburgh who you can trust!

Welcoming one of our newest clients Brendon Masten to Sterling Heights Financial Group!