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Category:
Financial Consultant
Rick Sterling
Hello, I am Rick Sterling a Financial Advisor and Senior Vice President with RBC Wealth Management. I have been in the financial services industry for over 20 years. Dan Bednarz, Justin Baker, and Kristin Klein are all members of my team. This team approach to financial services and estate strategies has proven itself over the years as the best way to serve you. We specialize in the following
areas:
Retirement Planning for individuals and couples preparing for retirement
-Comprehensive planning factoring in Social Security, Inflation,
Asset Allocation, Pensions...
-Cash flow projections
Rollover work for those retiring
-Large stock positions
-72(t) early retirement
-Retirement plan consolidation
-Cash flow planning
-Beneficiary considerations
Estate Planning to help pass assets to the next generation with minimal tax
implications
-Close work with attorneys and tax advisors
-Gifting
-Charitable considerations
-Closely held business transfer
College Planning for those with children or grandchildren
-Estate considerations
-Gifting limits
Retirement Plans for small to medium sized companies
-Education for employees
-Retiring planning for employees
-Asset Allocation work for all participants
Stock Option exercises
-Rule 144 reporting
-Cashless option exercise
These are some of the services we provide. Please do not hesitate to call with any questions or to set up an initial consultation.
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Rick Sterling
RBC Wealth Management
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