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. In fact, ask us about our Tax Reduction Strategy Guarantee!
Make an appointment with Bill here by phone or in person.
You have worked extremely hard to achieve your financial success. Family Office Advisors were once reserved for the ultra-rich, whose financial uncertainties just have higher stakes. We are a Virtual Family Office, committed to liberating our clients from that same uncertainty. Money and wealth should be a source of satisfaction rather than frustration, and you should feel in complete control of your money, rather than the other way around.
At Sterling Newton, we offer our clients an elite wealth management solution to help them make the best financial decisions, mitigating their tax liabilities, helping them provide for their heirs, vigorously protecting their assets and magnifying their charitable and philanthropic impact in line with their unique objectives and priorities.
Our mission is to become a reliable source for financial assistance and advice, serving a private client base that is deeply satisfied, informed, and free from time-consuming wealth management activities that distract them from their missions.
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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.
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