Our Team
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Business Financing Specialist
Life Insurance Solutions
Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Research and Development Tax Credits
Leveraged Deductions
Research and Development Tax Credits & Employee Retention Credits.
Business Growth Consultant
Small Business Growth, Scaling, and Increasing Enterprise Value
IRA Rollover Into Premium Financed Life Insurance – The IRA Bailout Plan
Software Services (Tax Review System)
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Trust and Estate Settlement
Customized Business Owner Benefit Plans and Employee Retention Plans
Outsourced Payroll and HR
Estate Planning Specialist (Estates $0 to $5m)
Solving tax and accounting issues surrounding blockchain technology and cryptocurrencies
EAT/Secura Disability Insurance Specialist
Merchant Processing Specialist - Credit Cards and ACH
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Private Reinsurance Specialist
Tax Mitigation, Oil & Gas
Tax Mitigation, Oil & Gas Developmental Drilling Programs
Fractional CFO/bookkeeping using Automation/AI
Business Exit Planning & Certified Business Valuation
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
Employee Retention Credits & Research and Development Tax Credits
Sales Tactics Coach
Certified College Funding Specialist
Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)
Wealth Management, Estate Planning, and Insurance
Client Business Advisory
Advanced Tax and Estate Planning
Advanced Tax and Estate Planning
Advanced Qualified Plans
Advanced Tax and Estate Planning
Tax Resolution Specialist
Business Exit Planning
Charitable Gift Financing / Advanced Pension Plans
Outsourced CFO Specialist
Estate Planning ($0 to $5m)
Captive Insurance Companies
Technology and Cyber Security Specialist
Employee Benefits Specialist
Premium Financing (Min $2.5 Million Net Worth)
Leadership, Cultural and Business Growth Expert
Cost Remediation - Property Tax Reduction and Economic Incentives
ESOP Expert
Premium Financing - Premium Funding (Min $10 Million Net Worth)
Tax Incentives for Export Businesses
Disability Insurance Specialist - Provider of DI Planning Software
1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Get Social With Us
If you’re frustrated by disjointed efforts to manage your wealth and legacy…
Sterling First Financial’s team-based approach will seamlessly coordinate your wealth management so you can parlay your current success into more opportunities for growth.