Our Financial Services

Sterling Investment Management, Inc. is a financial planning and Registered Investment Advisory firm headquartered in Beaverton, Oregon.  The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. Sterling’s advisors work solely for you, their client, by providing financial services of the highest quality along with superior customer service.

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.

To help you reach these important goals, our financial services include:

  • Financial Planning – We will review your personal and financial goals, your current financial information and then create a blue-print for achieving the desired outcome.
  • Investment Counseling and Ongoing Investment Management – We provide all the services necessary to ensure your investments are managed in accordance with the agreed-to financial plan. 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.

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