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What We Do

The mission of Sterling First Financial is to keep families strong through the generations. We do this by focusing on the financial freedom our clients need to maintain their lifelong independence. We design and implement a personal strategy for each and every client to empower them and their family to pursue their dreams.

Through experience, education, research and relationships, Sterling First is a resource and a support for family members to meet their responsibilities to each other with ease, joy, mutual satisfaction and love.

Benefits of working with Sterling First Financial include:

  • Families meet their responsibilities to each other
  • Families get financially stronger
  • Family businesses thrive and succession planning is easier
  • Stress is reduced as people know where to find the resources they need
  • Decision-making is simpler because people are educated and understand their options
  • Worries and concerns are reduced when financial planning focuses on the importance of relationships in this life.

Sterling First Financial provides financial evaluation in six areas to retirees:

Investment Planning, Asset Protection, Income Planning, Tax Reduction, Long-Term Care, and Estate Planning. This journey begins with an initial consultation, call 1-800-290-3252 today to schedule a complimentary consultation and start your journey on the financial path of prosperity. Learn more about the six areas:

  • Investment Planning
  • Asset Protection
  • Tax Reduction
  • Long-Term Care
  • Estate Planning
  • Income Planning

We Provide The Following Products and Services:

  • Stocks
  • Bonds
  • CDs
  • Mutual Funds
  • Exchange Traded Funds
  • Indexed Annuities
  • Retirement Planning
  • Managed Portfolios
  • REITs
  • Unit Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • Structured Products
  • Financial Planning
  • Estate Planning
  • Income Planning
  • 401K plans
  • Life Insurance

Clients and Investors rely on us for the following reasons:

  • Not enough time
  • Not enough knowledge
  • Rear-view mirror data

Most investors don’t have a coherent plan for their total portfolio

  • No Coordination between Taxable and Tax-Deferred Investments
  • Multiple Advisors = Uncoordinated Advice

We Will Proceed to Create a Portfolio for you Based on Your:

  • Investment Horizon or Time-frame
  • Risk Tolerance
  • Current Income Needs