Nationwide

We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive diagnostic tool and proactive planning process that will identify opportunities and help prioritize your needs. We have built a team of expert tax strategists, financial specialists, and professional subject-matter experts to meet your needs. Our coordinated team will help you grow your wealth and plan for the future. Sterling Hirsch and Sterling First Financial do not offer tax advice. Tax advice will either be provided by an appropriately licensed tax professional who is a member of our virtual family office(utilizing a team-based model), or through collaboration with your current tax professional. Our team of financial experts includes tax and legal strategists, financial specialists, and business consultants. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC.

Menefee Valerie, a State Farm agent located in Yucaipa, CA, offers a wide range of insurance products including auto, home, renters, and life insurance, along with specialized options like pet medical, small business, and health insurance. With a commitment to personalizing protection and providing discounts for bundled services, the agency aims to help clients save money while ensuring comprehensive coverage for their needs. Since its inception in 1922, State Farm has built a legacy of trust and support, with dedicated agents ready to assist clients in navigating their insurance options. The agency also emphasizes community engagement and environmental responsibility, reflecting its goal to create a better world alongside its clients. Generated from the website