Sterling Financial Partners, LLC is a single-source wealth management firm that has become a key resource and partner for successful professionals, business owners and those individuals and families that have found their financial situation has become too complex to personally manage. As a fully integrated, comprehensive financial planning firm, our services range from debt and cash flow management, to wealth preservation and distribution. We are committed to guiding our clients to their financial goals by creating solutions that weather times of both challenge and prosperity.

 
Many of our clients retain us to be their “personal CFO”. Achieving success does not always simplify life. In fact, financial success usually increases the complexity of the decision making process. We utilize a wealth management platform that allows us to coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s education, etc…
 
We encourage you to explore our site and learn more about the wealth management sources we provide. Should you have any questions, or would like more information about our firm please call 337-233-3259 or request that someone contact you.
Calculators

Loan Payoff

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

Savings Accumulation

Estimate the future value of your current savings.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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