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

Research and Development Tax Credits

Outsourced Staffing Services

Leveraged Deductions

Business Growth Consultant

Long Term Care Specialist

Social Security Specialist

Software Services (Tax Review System)

Cost remediation specialist for businesses and business owner’s personal expenses.

Tax Mitigation Specialist using Solar Investment Strategies

Customized Business Owner Benefit Plans and Employee Retention Plans

Captive Insurance Alternatives

Outsourced Payroll and HR

Estate Planning Specialist (Estates $0 to $5m)

Merchant Processing Specialist - Credit Cards and ACH

CPA and Accounting Firm Talent Acquisition

Private Reinsurance Specialist

Tax Mitigation, Oil & Gas

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Fractional CFO/bookkeeping using Automation/AI

Project Financing Specialist - coordinate lenders to provide funds for projects $100 mm -$5bn

Employee Retention Credits & Research and Development Tax Credits

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 / Life Settlements and Investments

Business Valuation (Certified Valuation Study)

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.