Financial Services by Sterling Benefits

Alin David Lozada, RICP

Director, Sterling Benefits LLC

In order to be more proactive and serve our clients’ needs, Sterling Tax and Accounting has added Alin David Lozada, RICP to provide financial services to our clients.

Alin is a fiduciary advisor with over 30 years experience as a financial professional, and is well respected for his knowledge in the areas of retirement planning, life insurance planning, and comprehensive financial and business planning.

Sterling Benefits, LLC

Retirement – Benefits – Insurance

We provide individuals and business owners  with proactive and holistic planning services. Rather than clients receiving disjointed advice from multiple independent advisors, we bring all of the necessary professionals together to work as one TEAM. As a result, our clients are able to reach their personal and professional goals in a more efficient and enjoyable process.

The following is representative of the variety and depth of our financial services team.

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Business Expense Reduction

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Ideal Plan to Eliminate Capital Gains

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Buy/Sell Agreements

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Retirement Planning

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IRA & 401(k) Plans

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Life Insurance Planning

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Wealth Management

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Cost Segration

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Premium Finance

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Estate Planning

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Business Financing

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Business Exit/Succession Planning

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Alternative Qualified Solutions (AQS)

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Asset Valuation

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Tax Return Review

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Multiple Entity Planning

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Employee Benefits Review

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Social Security Planning

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Property and Casualty Plan Review

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Annuities

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Long Term Care Planning

Call (941) 777-4700 to learn how Sterling Tax & Accounting can add value to your business!