Kyle A. Kay, CFP®, AIF®

Services Offered

• Financial Planning
• Investment Planning
• Legacy Planning
• Tax Planning
• Income Investment
• Estate Planning
• Asset Protection
• Wealth Accumulation
• Trusts
• Life Insurance
• IRA & 401 K Rollover
• Long Term Care
• Final Expense
• Medicare Solutions

About

Kyle A. Kay is a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) based in Ocala, Florida. He provides a comprehensive range of financial planning services, including investment planning, tax planning, and estate planning. At Sterling Wealth Management, Kyle focuses on developing tailored household financial plans that address income security, market risk mitigation, and capital reserves. His practice serves individuals and families looking to secure their financial futures through strategic planning and investment management.

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