About

Sturm Financial is a financial services firm that specializes in helping our clients transition into retirement. We offer customized plans for your pension, savings, and estate planning needs. This includes experience in various pension and retirement plans, investments, long-term care, insurance, and estate planning.

Our step-by-step process will help take the fear and confusion out of the numerous decisions you'll need to make prior to retirement.

We will help you evaluate your current financial situation and provide a pathway to help you achieve your goals.

Our initial consultation is FREE and without obligation. Call us today to make your appointment.

About Richard-

With over 25 years of money management and financial planning experience, Richard Sturm has helped hundreds of individuals with the process of retiring from their jobs.

Richard began his career at MetLife Securities specializing in addressing the unique needs of retirees.

In 1993, Richard earned a fellowship from the National Association of Insurance and Financial Advisors, a designation for those professionals that have undergone extensive training, met strict qualifications, and demonstrated high standards to their profession.

Later Richard would open a private financial planning practice which now includes full-service brokerage and financial management services.

Richard holds a degree in Business.

Public Speaker and Educator-

As a public speaker, Richard has lent his motivational style to many corporate, fraternal, civic and church organizations. Among these groups, Richard has spoken for the Lion's Club International, The Optimists, the City of Westminster, the Communications Workers of America, and numerous churches and Christian groups.

Richard frequently teaches public classes on financial management, Social Security and retirement income planning.





Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Sturm Financial and NPC are separate and unrelated companies.

Content posted by other parties does not necessarily represent the views of NPC, Richard Sturm or Sturm Financial. Content is for general purposes only and is not an offer to buy or sell any security. Each individual's financial situation is unique, therefore content should not be relied upon or considered as personal financial advice.

NPC does not provide tax or legal advice.

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