Sterling Financial Advisors Provides Extraordinary Client Service
Sterling Financial Advisors’ motto, “Plan for Tomorrow, Live for Today,” is a strategy for helping clients prepare for the future while living a full life in the present.
Using this approach, the firm provides excellent portfolio development advice that recognizes the need for a balanced life. While a common objective is financial independence in retirement, the advisors at Sterling Financial Advisors (SFA) recognize clients want to celebrate milestones, take vacations and pay for education.
With “Plan for Tomorrow, Live for Today,” the focus is the client’s current life in addition to retirement ahead.
Karen Evans, CFP®, Dale Lindhorst, CPA, CFP® and Pamela Zell, CFP® are the principals of Sterling Financial Advisors, an independent firm committed to the best possible service, and the freedom to provide that service. “There’s no corporate hierarchy here. Everything is client-goal-driven. Nothing is product-driven,” Zell says. “Our clients are important and valued, and our time is their time.”
People’s needs, objectives and acceptance of investment risk vary widely. Evans, Lindhorst and Zell work individually with clients, educating, making recommendations, finding the right solutions and helping to develop comfort with financial decisions. “We offer a safe forum for them to discuss their plans both as individuals and as a couple,” Evans says. “We seek solutions to satisfy all of the objectives. It’s important that our clients know that we are on their team and all working towards achieving the same goals.”
Every portfolio is a custom creation. There are no “cookie-cutter” models. Investment instruments might include securities, mutual funds, bonds, exchange-traded funds, annuities and alternative investments. “We tailor portfolios to the clients, their personalities and their interests,” says Lindhorst. “We also manage assets within 401(k) and 403(b) plans, as well as employer-issued stock options and restricted stock.”
At SFA, community service runs in tandem with client care. Evans, Lindhorst and Zell hold board positions with numerous charitable organizations, and strongly support local churches and schools.
Sterling Financial Advisors provides a welcoming office environment, fee-based financial advice and strong client relationships with regular reviews. “We want to see clients at least twice a year,” Evans says, “to help them stay on track and reach their goals.”
14755 North Outer 40 Drive, Suite 204
Chesterfield, MO 63017
Registered Representatives offering securities through Crown Capital Securities, L.P., a Registered Broker/Dealer, Member FINRA/SIPC