Services

Services

UNBIASED. EXPERIENCED. IN-DEPTH.

Strategy

In an increasingly complex tax environment the value of experienced advice is paramount to protecting your wealth and family.  Our insurance and tax planning team will thoroughly review the needs and goals of your business and family to develop an insurance strategy to navigate this complex environment.

Planning

It seems that most people offering advice are just selling products.  This can be a challenge in determining whether this advice benefits you or the advisor.

Once we review your current situation, we demonstrate in real numbers the improved efficiency our plan will have on your taxes owed, estate value and capital growth. Through an unbiased, in-depth process we design an insurance plan that includes tax savings, income planning and wealth transfer as part of your overall tax and estate plan.

Our Services Include:

• Tax efficient insurance strategies as part of your overall estate planning
• Providing insurance coverage while maintaining corporate liquidity
• Protecting your personal and business wealth over the long term
• Working with and keeping your business advisors informed
• Creating tax-free income for your retirement
• Family consistency and harmony through estate equalization
• Maximizing the value of your estate and transferring wealth to the next generation

“I’ve worked with Sterling Park for many years because they have an all-encompassing approach to providing advice.  They look at the whole picture to make my personal and business finances more efficient and serve as a resource on an ongoing basis.”

-B. ZIFKIN