Sterling Financial Svcs

Welcome to the Sterling Financial Services, Corp (SFS) web site.  SFS is a corporate Registered Investment Advisory firm serving knowledgeable investors throughout California and elsewhere as requested.  We provide financial planning services through our cadre of licensed and highly qualified Investment Advisor Representatives.  Honesty, integrity and dedicated service are the hallmarks of SFS associated representatives.

To create a plan designed to help you never outlive your money, contact a Sterling Financial Services Representative for objective financial advise.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

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