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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.

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Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.