Sterling Investment Management, Inc.
6107 SW Murray Blvd.
Suite #103
Beaverton, OR 97008
An Independent Fee-Only Financial Advisory Firm
It all begins with a plan. Whether you are saving for the vacation of a lifetime, providing for your children’s education, or planning for retirement, a sound financial plan will help you realize your goals.
Sterling Investment Management, Inc. provides independent, Fee-Only financial planning and investment advisory services to assist you with developing the financial plan needed to achieve your goals.
As an Oregon based Fee-Only advisory firm our recommendations are untainted by any type of compensation or commissions received from the providers of financial products such as investment funds and/or insurance companies.
Sterling Investment Management, Inc. prides itself on identifying and implementing strategies to help you achieve your personal goals. Each client is given the highest level of personalized service to ensure that every financial plan is best suited to the client’s individual needs today and in the future.
Our mission is simple:
To provide timely, unbiased financial advice to individuals or families that are ready to take proactive steps toward planning for the future. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible.
Investment Counseling and Ongoing Investment Management
The purpose of a client’s investment portfolio is to fund current and/or future financial objectives, and we will work diligently to manage your assets carefully to help you achieve your individual financial goals.
Retirement Planning Strategies
We will review your retirement goals, assess your current savings program and then develop a plan for meeting those retirement goals that are uniquely yours.
Income Tax Planning and Preparation
We will review all documentation provided and prepare your Federal and State income tax returns as required by law. We will ensure the returns are accurate, adhere to the latest tax laws, and reflect the tax-saving opportunities available.
In addition, we will provide periodic tax liability check-ups, analyze the tax consequences of specific transactions to achieve the best "after tax results", and assist with planning for future tax obligations.
Our Founder and President - Alan R. Nelson, CFP®, EA
Alan Nelson is a Certified Financial Planner® and a Registered Investment Advisor who is committed to providing high quality, professional advice and superior customer service to all of his clients.
To earn the prestigious CFP® designation, Mr. Nelson was required to complete an extensive course of study and be tested on his knowledge of tax planning, employee benefits, retirement planning, estate planning, investment management, and insurance.
As an independent financial advisory firm, Sterling Investment Management, Inc., is there to assist you, as a client, in your achievement of long-term financial success.
As a Fee-Only independent financial advisor, Alan Nelson is committed to providing financial planning and guidance to all his clients who are willing to make the
changes necessary to achieve their financial goals.
Whether you are building assets for the future, or seeking to protect and enjoy those assets you already have, Sterling Investment Management, Inc. can help you along the path through proper planning today.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Sterling Investment Management, Inc. has a portfolio minimum of $500,000 to accept inquiries through this directory.
