Sterling Benefits, LLC

Premier Provider of Employee and Executive Benefits

Our Philosophy

Our firm works as a consultant for our clients.  We are completely independent of all insurance and investment companies.  We keep the client at the forefront of our recommendations.  Depending on the circumstances, we may work pro bono, project fee, hourly or on commission.

Our goal is to be the client’s partner for all their employee and executive benefits.  We work as a team, directing the specialist to assist where needed.

All of our professional personnel are salaried with bonuses based on the profits of the firm.  No team member owns the client nor do they receive a straight commission.  We believe this gives us independence and a fiduciary responsibility to our clients.

Financial IQ Test

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

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