Our Team
At Sterling Financial Advisors, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement personalized financial strategies to help reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
MEET YOUR GUIDE
Dan Ohlwiler President | Advisor
Professionally licensed in both the securities and insurance industries, Dan passed his series 65 in 2016, is an Investment Adviser Representative, and an approved member of the National Ethics Bureau. Dan has been in the financial services industry since 1981 and has been working specifically in the retirement market since 1984 when he began conducting his informational retirement workshops. He has had the opportunity of meeting with great people over the years and has a broad understanding of issues related to distributions from IRAs, 401(K), 403(b) and other retirement plans. Using this knowledge he has helped his clients design customized retirement plans to work toward each individual client's needs and goals. Taking a conservative approach in the planning process, Dan works hard to help protect his clients' hard earned principal and has enjoyed working with the great people over the years who have become part of the family of clients of Sterling Financial Advisors.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
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How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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How the average person spent $146 a year on health care in 1960 compared to the average cost today.
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How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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