Business loan interest, home mortgage, healthcare, college tuition? Apart from taxes, what other line item or budget category accounts for 25-35% of your annual income year after year? While paying taxes is a patriotic endeavor, so is setting aside more for investment, charitable giving and legacy planning. When was the last time anyone on your 'team' approached you with a sustainable, comprehensive strategy that would meaningfully reduce your tax liability, both in the near and long-term?
Take advantage of our proficiency in the area of strategic tax planning, which has become an urgent priority and offers significant potential to unlock opportunities for our clients, who continue to thrive and satisfy their most sought after longevity and legacy objectives.
Make an appointment with Bill here by phone or in person.
You have worked extremely hard to achieve your financial success, which is why we are so committed to free you from the stress and burden of financial uncertainty. Money should be a source of satisfaction rather than frustration, and you should feel in control of your money, rather than the other way around.
At Sterling Newton, we help our clients make the most of the one life they have by confidently achieving the goals each client uniquely values. It is our goal to become a reliable source for financial assistance and advice, and serving a private client base that is satisfied, informed, and free from time-consuming activities related to financial needs.
We received so much feedback and utility ourselves, we decided to share it
as a thanks for visiting our website and getting to know us.
It doesn't take an apple falling from a tree to know you must plan to replace what inflation, taxes and changing economic conditions are taking away.
Learn more about Bill's Financial Law of Gravity, and how your comfortable financial future can only be assured by the proper balance of diversified investments, the right kind of insurance and a well-planned strategy that takes longevity risk off the table completely.
Your service to your patients and your community has earned your place. Take your financial security, your legacy and your practice to the next level. We have a second opinion and a prescription for success, and we want to share it.
You've taken the risks. Your family, employees and customers rely on you. Who do you rely on? We want to be true partners in your venture. Count on us for proven strategies that will help you turn your vision into reality.
Most of us believe that things worth building are worth protecting. We enable legacies to endure, impervious to volatile, unpredictable conditions. How will you be remembered, by your loved ones and your community?
Our first priority is helping you take care of yourself and your family. We curate the most relevant financial information available and package it in a way that addresses our clients' concerns. We invite you into our world to learn what we know. When ready to share, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk in reaching for those goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Complete the form below to join, and we will also send you the next updated Tax Planning Guide. In addition to our email and blog community, our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.