Our Team
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Advanced Planning Lead / Collective VFO Mgr.

CPA/Accounting/Wealth Management Firms: M&A, Recruiting, Consulting, and Joint Venture Creation

Business Financing Specialist

Life Insurance Solutions

Tax Mitigation Specialist using Solar Investment Strategies

Employee Benefits,Personal and Commercial Insurance

Sovereign Tribal 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)

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
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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.