Informational Videos

Informational Videos

Traditional vs. Roth IRAs

Are Social Security Benefits Taxable?


Are We in a Bear Market, a Correction or a Bull Market and What is the Difference?


How Might New Tax Bill Affect Me?


Year End Tax Planning Strategies


How to Withdraw Penalty-Free from IRA or 401K?


Proposal for Tax Reform Bill


Longevity Risk Threatens Retirement Dreams


Access The
ABCs of Fixed Index Annuities

Enter your information below to request your guide.

  • SCHEDULE A FREE CONSULTATION

    949.859.8900

    Dan Ohlwiler CA Insurance License #0601944

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Dan Ohlwiler or Sterling Financial Advisors is stated or implied.

    The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sterling Financial Advisors are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    AW04182598