Sterling Hirsch, a Palm Desert, California resident, husband, and father of four, has always been fascinated with the financial services industry. Hirsch began working with a captive financial services company in 2004, which eventually led him to purchase a practice. Sterling took the practice he purchased, and then expanded it - doubling the office size and bringing on additional advisors - "All of this in October of 2008," says Hirsch, a hint of irony in his voice. “Choosing to break away from a captive brokerage firm has enabled me to have more options available to my clients. Being an independent advisor has been an invaluable decision for my clients and for my business. I often see other advisors stuck in a box as their advice is swayed by the brokerage firm they work for.” explained Hirsch. Although independent, Hirsch and Sterling First Financial are not alone as they work with Producer’s Equity Group. Producer’
Hirsch and Sterling First Financial continue doing what they do best - helping and educating others about finances. "When it's all said and done, I never really felt financially educated," says Hirsch of his early years. "Becoming financially educated and being able to pass that on to others... it's just really rewarding. I didn't get that growing up." Hirsch and his organization take the time to educate their clients and make sure that the recommendations that are being made are never "straight out of a box". In other words, you won't find a pre-packaged solution at Sterling First Financial, but instead a solution that is specific to the client. "Being able to become a part of these people's lives... it's a really neat part of what I do." For example says Hirsch, “With tax season upon us, many may not realize that they aren’t being tax effective. One way we make sure that you are being tax effective is by having you bring in a copy of your tax returns. As we look over a tax return we are able to determine whether the current investments are tax effective. Small adjustments can make a big difference in our tax effectiveness. We will analyze your tax returns and ensure that you are minimizing your taxation”. This is only one example of how Sterling First Financial educates their clients.
In the past, Sterling First Financial mainly utilized educational seminar marketing techniques, though currently, according to Hirsch, they've taken advantage of the power of referrals from existing clients. Now, the new ventures for Sterling First Financial and Hirsch also include a new television advertising/
Sterling First Financial provides financial evaluation in six areas to retirees: Investment Planning, Asset Protection, Income Planning, Tax Reduction, Long-Term Care, and Estate Planning. It is the premier independent financial planning company serving the Inland Empire. The Corporate office is in Palm Springs, CA, with an additional office in Arcadia, CA. Sterling First Financial promotional KPSP Channel 2 sponsored “Money Watch” is being aired Monday through Friday at 6:40 a.m. and 6:42 p.m. Sterling First Financial offers securities through Center Street Securities, Inc. a broker dealer and member of FINRA and SIPC. The advisory services are offered through Brookstone Capital Management a Registered Investment Advisor that is registered with the SEC.