Helping to Preserve or Grow Wealth!


Welcome


 


Please feel free to explore this site to gain better understanding of our firm and how we help our clients plan to work towards their financial goals and obligations.


Sterling Financial Partners offers a wide array of financial planning services. Today's environment requires creative and imaginative insurance and investment strategies. Because we listen, we are able to recommend financial solutions that take into consideration your goals, objectives, and tolerance for risk. Working together in the product selection process, we take pride in the education our clients receive while in pursuit of financial independence.


Sterling Financial Partners is locally owned and operated and has been located in Loudoun County since 1997. Sterling Financial Partners is dedicated to being a service-oriented organization. Our aim is to keep our clients informed and up-to-date. Among our diverse clientele are successful individuals and business executives from both public and private companies.


Thanks for being here! We appreciate your visit.


 



This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.  Information relating to securities is intended for use by individuals residing in CA, DC, FL, GA, MD, NC, NJ, NY, PA, SC, TX, and VA only.  Investment advisory services may be offered through this website to residents of VA.


 
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

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

Capital Gains Taxes

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →