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Investment Planning

As retirees switch their focus from the accumulation phase of earning and saving for retirement to the preservation phase, where they are no longer working, they are looking to preserve what they’ve worked a lifetime to save.

Sterling First Financial's mission is showing retirees how to increase rates of return while also protecting their retirement assets against a market downturn. By focusing on capital preservation and true asset diversification utilizing the Rule of 100, Sterling First Financial assists retirees on how to blend lower risk strategies with low cost investments to help achieve maximum results for your retirement.

To learn how we can protect your retirement savings and develop a true diversified portfolio, contact Sterling First Financial today for a complimentary consultation, please click here or toll-free at 1-800-290-3252.

Please remember that diversification and asset allocation do not guarantee a profit nor protect against loss in a declining market. They are methods used to help manage risk.