At Sterling Wealth I work with my clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

• Retirement Income Planning
• Social Security Planning
• Medicare & Long Term Care Planning

As a financial advisor, I see it as a responsibility to help my clients make the strongest financial decisions for themselves and their loved ones. At Sterling Wealth I work hard to bring my clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

Charles A. “Chuck” Jaeger has been in business since 1971. Chuck received his Chartered Life Underwriter designation in 1977 and his Chartered Financial Consultant designation in 1984. He is also a fellow of the Life Management Institute and the Life Underwriter Training Counsel. Chuck is a past president of the Wisconsin Association of Health Underwriters, The General Agent and Managers Association and the National Association of Insurance and Financial Advisors. He was the founding president of The Foundation for Insurance and Financial Education. He also served as president of the St Boniface parish council for 6 years and is the past president of Day Star, a domestic abuse shelter. Chuck and his wife Jennie have 4 adult children and 8 grandchildren. They enjoy golf, travel and gardening.