Sterling Heights Financial Group, LLC was founded by three motivated individuals. Doug Raible, Jesse Bowman, and Daniel Carinci have dedicated their careers to providing not only lower cost financial management for clients, but adding as much value as possible. After experiencing other firms pitching products, and focusing on sales instead of service, they wanted to change that model. The mission is to be a one stop shop for clients on everything from insurance, investments, retirement, business planning, and budgeting.
If you don't feel completely content with your financials, or wonder if your advisor is working in your best interest, reach out for a free consultation below.
Rather than trying to find an insurance agent, a retirement planner, and an investment advisor, we've brought all these services under one roof.
It can be difficult to keep track of several accounts, financial professionals leave the industry frequently, and it can be time consuming managing all your finances. That is why we created a service focused on handling all our clients' financial concerns to keep things organized as well as saving you time.
If you fit one of these categories, it would be a good idea to have a financial review:
- Recently Married
- Recently Had A child
- Recently Changed Jobs
- Planning To Retire
- Own A Business
- Received Inheritance
- Need Help Saving
- Learning To Invest
- Recently Bought A House
1. First we want to know all about you, your financial ambitions, concerns, and questions.
2. Once we collect the information, we will put together multiple plans to check your boxes.
3. We will then present all options in an educational manner, as well as answer any questions or concerns.
4. Once you're completely satisfied with our plans, we will put them in motion, and provide constant communication moving forward as our new client.