Our mission is to empower our clients by connecting them to their financial lives with technology, real time account values, financial analysis and education. Through our financial planning process you will have peace of mind knowing where everything is and how it's doing.
At Ron Sterud and Associates, we believe we must honor God in all that we do. This includes how we advise our clients in the management of their financial matters. We are passionate about our process in helping people identify, track, and achieve their life and financial goals.
As your financial advisor, we take the time to understand what you want out of life and how
you feel about money. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.
We organize all of your financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.
Our process is sound and solid. We define your goals, appraise your assets, analyze your needs, provide recommendations and implement solutions. We then monitor and track your progress to refine and revise along the way.
Our process ensures that your financial world is organized, easy to understand and always accessible to you.