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
Tax Mitigation Specialist using Solar Investment Strategies
Employee Benefits,Personal and Commercial Insurance
Native American Federal Tax Credits
Research and Development Tax Credits
Leveraged Deductions (Fee Simple)
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
45L: Energy Efficient Home Credit & 179D: Energy Efficient Commercial Building Deduction + Energy Evaluation Program (Green appraisal).
Cost remediation specialist for businesses and business owner’s personal expenses.
Tax Mitigation Specialist using Solar Investment Strategies
Trust and Estate Settlement
Strategic partner in Premium Financing and Advanced Life Insurance solutions.
Cost Segregation plus Advanced Tax Incentives
Providing advisory and execution services to help families grow, manage or preserve real estate wealth.
Life Settlements
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
Client Facing EAT (Life Insurance and Annuities) Integration Specialist
Section 105 Voluntary Group Benefits Plans
National Cost Reduction Consultant, specializing in Employee Group Healthcare
Private Reinsurance Specialist
Fractional CFO/bookkeeping using Automation/AI
Business Exit Planning & Certified Business Valuation
Sell Side M&A/Exit Consulting For Founder Led Businesses
Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn
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
EAT Annuity Solutions
Premium Financing (Min $2.5 Million Net Worth)
Leadership, Cultural and Business Growth Expert
Cost Segregation
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
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.