We can design your employee retirement plan to incorporate the following:
When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:
Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.
This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.
The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Peter Simons and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutuals funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
Insurance products, financial, tax and estate planning, and other related financial services are provided by CPN Financial Services and their associates and are not the business of, or monitored by Sterling Mutuals Inc.
Nicole Simons, Richard Nicholson, Damian Alexander and Wes Simons are not advisors or have any affilliation with Sterling Mutuals Inc. and cannot advise on or sell mutual funds and only represent the insurance products and services of CPN Financial.