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
