WELCOME
Proudly Serving Kentuckiana Retirees
At Sterling Wealth Management, we proudly help Louisville homeowners born before 1958 get 21 little known benefits they are owed, but they are currently not receiving, including: a program to protect your spouse from losing 1/2 of your Social Security Income at your death; a program to cover 2 years of long-term care costs without paying a cent in annual premiums; ... and so much more.
We help address many of our clients' primary retirement concerns (such as creating worry-free income plans to last you throughout retirement, protecting your life savings against losses, and planning an active, purpose-driven retirement)... and so much more, allowing you to focus your energy on doing the things you value and enjoy most, with the people you love.
To learn more about the driving force behind how we aim to better serve our valued clients, please continue below.
THE STORY BEHIND OUR FOUNDING
Meet the President of Sterling Wealth Management, Chad Ludwig.
Chad graduated from the University of Kentucky, with degrees in both Accounting and Law, during one of the worst recessions in U.S. history. During this time, Chad saw friends, family, and loved ones lose their jobs and life savings, and then struggle to get back on track. It was because of this unnerving economic period that Chad found his calling: helping Kentuckians plan their retirements and protect themselves and their families against similar devastation. Chad began developing and continuously improving the "... and so much more" approach to wealth management and sharing it with each of his clients, receiving valuable feedback along the way.
The end result was a philosophy that we're so proud to be able to share with our clients today. Please click below to learn more.
WHO KNOWS US IN THE COMMUNITY...
