FINANCIAL MODELING

The financial model incorporates anticipated milestones for the client, such as the sale of a business, financing college tuition, a gifting program to reduce estate taxes or retirement, and shows the effect these events will have on the client's overall financial well being. The model provides the client and Sterling Capital, LLC specific answers to questions such as "How much liquidity is required in the portfolio to meet the client's standard of living and gifting desires?" or "How much risk does the portfolio have to take to maintain its purchasing power?" This level of knowledge allows Sterling Capital, LLC to make informed decisions.