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. The word “sterling” means to conform to the highest means to conform to the highest standard. At Sterling Financial Group, we strive to conform to the highest standards in terms of the products we offer, the services we provide, and the values we share.
Sterling Financial Group mission is to simplify the lives of those with whom we work by providing the services, tools, and resources necessary to create, preserve, and transfer wealth. Sterling Financial Group provides a full spectrum of financial services and consistently delivers clear, unbiased information that will help lead you to your greatest financial success.
Molecular Map of Wealth Management
The Core Element of Your Financial Success is the Advisor-Client Relationship.
Sterling Financial Group Client Services
Wealth management is the sum of activities necessary to accumulate, protect, and transfer wealth. Sterling Financials Group’s advisors are trained and experienced in assisting clients utilize wealth management tools in order to management tools in order to assist clients in reaching their short-term and long-term financial goals.
Wealth management approach to financial planning helps clients make important decisions regarding:
• Planning Estate
• Planning Tax
• Planning Portfolio Management
• Risk Management