SB Financial Wealth Management

The best financial, retirement, or estate plan can be rendered meaningless by a lawsuit.

With so many professionals, corporations, and even websites offering investment advice, it’s easy to get confused by the array of services, products, and plans. Prospective clients often ask us, “Where do you add value? What distinguishes you from the pack?” What follows is a brief response designed to assure you that partnering with our firm could be among the wisest decisions you ever make.

The best financial, retirement, or estate plan can be rendered meaningless by a lawsuit.

There are literally hundreds of thousands of people in the field of financial services who act as investment advisors, managing a client’s portfolio for a fee or earning commissions on trades. But few of them ever consider doing anything beyond investments. We believe that we can offer superior investment guidance while providing something more-comprehensive wealth management.

Our approach to planning is carefully designed for our clients. Our planning services are as unique and diverse as the clients we serve. Because there is no cookie-cutter solution when it comes to managing our clients’ financial futures.We partner with our clients to help make their goals a reality-preserving their wealth, preparing for tomorrow.

As stated above, accumulation of assets is just one of several areas that we focus on. We also provide expertise in retirement planning, estate planning,risk management, taxation, business planning, and asset allocation. This commitment to a life planning approach makes financial planning personal and addresses specific individual needs.

We employ a dynamic educational process that allows clients to visualize their personal goals and model the financial consequences of their choices. We rely on state-of-the-art software to plan and illustrate our strategies. We have partnerships with CPAs, attorneys, and other professionals dedicated to working as a team to meet all aspects of our clients’ needs.

Most important-what separates our firm from the others-are the relationships we develop with our clients. We built our firm based on the fundamental elements of mutual trust, honesty, and respect, which helps us better strive to help make your goals a reality.

This type of Wealth Management is unique to our industry.

As one of the largest independent financial planning firms in the Intermountain West and with over a century of combined experience, we at Sterling Financial Group have a distinguished reputation for delivering customized financial strategies and solutions to help meet the unique needs of our clients. read more…   The Asha Foundation provides philanthropic aid to the poor. The Asha Foundation relief efforts are collaborative with several other organizations. The main location focus of The Asha Foundation are in: Laos, Philippines, and Thailand. read more…