Listed In: Financial Planning, Management Consultants, Insurance
We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive… We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive diagnostic tool and proactive planning process that will identify opportunities and help prioritize your needs. We have built a team of expert tax strategists, financial specialists, and professional subject-matter experts to meet your needs. Our coordinated team will help you grow your wealth and plan for the future. Sterling Hirsch and Sterling First Financial do not offer tax advice. Tax advice will either be provided by an appropriately licensed tax professional who is a member of our virtual family office(utilizing a team-based model), or through collaboration with your current tax professional. Our team of financial experts includes tax and legal strategists, financial specialists, and business consultants. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC. Read more
Business Hours
M-F 9am-5pm, Sa-Su Closed
Services
Investment Planning, Asset Protection, Tax Reduction, Business Planning, Long Term Care, Estate Planning, Income Planning
Specialties
High Income/High Networth, Business Owners, CPA Team-Based Model
Year Established
2008
74710 Highway 111, Ste 102, Palm Desert, CA (73 Km Away)
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605 Del Ray St, Shelbyville, TN (12470 Km Away)
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117 Sterling Ct, Savoy, IL (12470 Km Away)
