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The 2% you pay compounds against you every year.

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We build your plan

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Hold it in 48 hours

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You're a business owner ready to turn years of work into retirement income.

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Not for:

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You have under $500K in investable assets.

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You live outside New York or New Jersey.

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You want to chase short-term market swings.

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You're fully satisfied with your current advisor and fee structure.

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What makes us different

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Fees made visible: A side-by-side view of what you pay now and what you could keep.

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Income you can plan around: See what a month-by-month retirement income structure could look like.

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Get Your Written Plan →

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FREQUENTLY ASKED QUESTIONS

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What happens on the call?

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An advisor walks through your portfolio, your fees, and your retirement timeline. You'll see how your current setup compares and where there may be room to improve.

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Do I have to move my money?

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No. The call is a second look at where you stand. What you do next is your decision.

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Who is this for?

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Individuals in New York or New Jersey with $500K–$1M in investable assets. That includes business owners and anyone at or near retirement.

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Is Sterling another big firm?

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No. Sterling is a boutique advisory firm where you work directly with your advisor. Your portfolio gets the attention a premium fee should buy.

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Find out what your fees are costing you and what could work better.

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The Sterling Second Opinion starts with one call.

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Book My Call →

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STERLING LEGACY ADVISORS INC.
Office located in River Vale, New Jersey
Annuities are not FDIC-insured.

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