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During this 45-minute consultation, we'll discuss your financial goals and concerns. You'll find out how we help clients, just like you, plan for a secure financial future.

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Your Financial Success Requires a Comprehensive Plan Tailored to Your Personal Needs

Portfolio Management

Find out how we can help you manage volatility in your portfolio, to provide income and growth before and during retirement. Our approach can help you reduce the risk of outliving your money.

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Long-Term Care Planning

Expenses associated with long-term care can wreak havoc on your financial plan. We can help you provide for your dignified care while protecting your assets.

Income Planning

Your expenses will double TWICE in retirement*, as inflation erodes your purchasing power. We create a plan designed to help fight inflation, by providing innovative income and distribution strategies to help you continue to enjoy your lifestyle.

We recognize your concerns about outliving your investments. That’s why a new approach is necessary – one that encompasses a higher level of service and a disciplined and comprehensive financial strategy.

Our team of financial advisors has developed The Sterling 3-D Process, which provides the personal service and integrated solutions you need to help achieve your retirement, investment, and legacy goals.

As the Client Experience Manager at Sterling Manor Financial, I am passionate about providing you with a highly personal, proactive, and integrated client experience. I will work to ensure timely scheduling of regular strategy meetings, provide seamless online access to your accounts and, when changes in your life require a change in your financial strategy, I put all of the resources of our firm at your fingertips.

Adam Doig, CLTC™, Partner

Sterling Manor Financial, LLC

18 Division Street, Suite 202, Saratoga Springs, NY

518-583-4040

afd@sterlingmanorfinancial.com

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Sterling Manor Financial, LLC, an SEC registered investment advisor or Cadaret Grant & Co., Inc. Sterling Manor Financial, Saratoga's Community Federal Credit Union, and Cadaret, Grant are separate entities. Securities and other products/services are not federally insured, not obligations of the Credit Union, not guaranteed by the Credit Union, involve investment risk. Securities offered in NY. *Assumes 35-year retirement w/ 4.1% avg rate of inflation.

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