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Why Sterling Fox

Why Sterling Fox

Why Sterling Fox

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A practical way to think about asset allocation
Why asset allocation matters more than many people think
Alignment Brings Clarity to Financial Decisions
When your financial life is aligned, decisions get clearer
Stay Flexible—Without Losing Direction
A Financial Plan That Grows With You
Overcoming the Overwhelm of Financial Planning
Tax Planning
Planning for Long Term Care
Estate Planning FAQ (featuring Attorney Sandy Clark)
Donations in Kind/Qualified Charitable Distributions
Introduction to Financial Planning
Our Financial Planning Process
Social Security
Roth IRA Conversions
Education Planning
Types of Life Insurance
Passive vs. Active Management

104 Osterville Dr // Holly Springs, NC 27540-7525 | T (919) 387.6776 | F (919) 387.6778 |

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sterling Fox Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.

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