Broker Check

Welcome to Sterling First Financial

Sterling First Financial helps families have the financial success and freedom to stay strong through the generations and to fill the financial gap that aging sometimes brings. We do this through education, service and financial know how.

We help families prepare to stay financially independent through retirement and aging transitions. We develop relationships through education and strategic planning.

Learn more...

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?