
Sterling Financial Group is a full service financial consulting firm committed to helping you achieve your financial goals. Like many firms, our representatives offer a wide range of services broad enough to cover your needs through every phase of growth. Using Model Portfolio Theory (MPT) business owners and individuals can identity their goals with a sound decision-making process. When circumstances call for an “atypical” approach, we jump at the chance to tailor our services to your individual and specific needs. Sterling Financial Group turns challenges into opportunities for the individual, the corporation, and most importantly, the family. Sterling Financial Group representatives provide unbiased advice, driven by the considerations of value for money, fitness for purpose and client need. Always accessible, we are enthusiastic about what we do and aim to form lifelong relationships with our clients. We believe that relationship is key to your future security and prosperity.
Modern Portfolio Theory (MPT) is a theory of finance that attempts to maximize portfolio expected return for a given amount of portoflio risk, or rquivalantly minimize risk for a given level of expected return, by carefully choosing the proportions of various assets.
Newsletters
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?