Perhaps the most important skill our A-Team members have is the ability to listen.
Our goal is to understand your:
- Hopes and dreams for the future
- Investment expectations and experience
- Tolerance for risk
Armed with your information, they can then develop a financial plan that will help you reach
your goals and take care of your family's financial needs.
In addition to comprehensive financial planning, the A-Team provides access to the following services:
- Traditional and Roth IRAs
- IRAs and 401(k) Rollovers
- 529 College Savings
- Professional Money Management
- Asset Allocation Modeling
- Online Account Access and Trading
- Portfolio Reviews
- Insurance Analysis and Review
Portfolio Toolbox
Mutual Funds
Equity
Fixed Income
Money Market
Bonds
Government
Municipal
Corporate
Stocks
Common
Preferred
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Investment Trusts
Real Estate
Unit
Annuities
Fixed-Rate
Variable
Insurance
Life
Long-Term Care
Disability
Cash Management Accounts
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What are YOUR hopes and dreams?
Traveling after retirement?
Buying a home on the beach or in the country?
Paying for your child or grandchild's college education?
Make an appointment with a member of our A-Team today. Once you are set
on a course to achieve your financial goals, we will periodically review your
plan to ensure it continues to meet your needs and expectations.
| Houston |
713-507-7333 |
| San Antonio |
210-277-3334 |
| Dallas |
214-678-8000 |
Advisory Services and Securities offered through LPL Financial, Member FINRA/SIPC Insurance Products offered through PL Insurance Services of Texas, Inc. Sterling Bank is not a registered broker/dealer nor is it affiliated with LPL Financial nor PL Insurance Services of Texas.
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