Renate B. Sterrett
Sterrett Financial Strategies, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $80,000
Title: Investment Advisor/Planner
Offering advice since: 1993
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Tax Planning
Further information about Renate B. Sterrett:
Renate Sterrett is an LPL Investment Advisor Representative and Wealth Manager.
I have established long term relationships with clients, most have been with me for 10 years or more. I was awarded the West Chamber of Commerce 1997 Small Business of the Year Award.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
I welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.
* Managed asset plans - for professional fee-based portfolio management through LPL Financial
* Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
* Cash flow analysis - for everyday budgeting
* College planning - long-term planning to ensure you're ready when your children are
* Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Compensation and Fee Structures:
Fee only and hourly
Licenses, Certifications & Affiliations:
Series 6, 63, 65.
Life Insurance, Disability, Health, HMO.
Colorado Long Term Care Insurance Training.
Certified Divorce Specialist.
Bachelors Degree 1993 (Dual - Finance and Management) University of Colorado-Denver)
Foreign Languages spoken:
Will provide references upon request?
Further information about Sterrett Financial Strategies, Inc.:
(Size of firm: 0-9 advisors)
Sterrett Financial Strategies, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
This LPL Financial representative may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IN, NM, SD, UT
Contact Information for Renate B. Sterrett
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Address for Renate B. Sterrett:
21660 Cabrini Boulevard
Golden, CO, 80401
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