
Kit Lancaster, CFP®, AWMA®
President, sterling edge financial
- info@sterlingedgefinancial.com
- 312-858-8934
- https://sterlingedgefinancial.com/
- 350 N Orleans St #9000N, Chicago, IL 60654
- Experience:20+
- Company:Sterling Edge Financial
- Service:Financial Support
- Location:Illinois (IL)
Kit Lancaster, CFP®, AWMA®
President, sterling edge financial
Hear our conversation on the pod! S1E42: Long-term Care (LTC) Planning
Kit Lancaster is a Certified Financial Planner, a Wealth Management Advisor, and the Founder & President of Sterling Edge Financial. With over 20 years in the industry, Kit leads this firm with no investment minimums and no requirement to purchase a product from them to get advice on financial planning, financial coaching, and financial decisions. Kit served the US Army for four years prior to beginning his career in the financial sector.
Relevant Services:
- Retirement planning
- Investment management
- Cash flow strategies
- Insurance planning
- Estate planning
- Accountability & goal tracking