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.

Hours of operation are from 8:30 am - 5:00 pm PT
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

More Newsletters →