Proven Strategies & Advice - Centered Around You

                                      

 

 

Mary Sterk, CFP, IAR 
President,Sterk Financial Services, Inc.
 

 Mary is the author of "Buy It!  A Practical Guide to Buying a Financial Services
Book of Business"
Click here to purchase your copy today!

 

 

 

Welcome to the Sterk Financial Services, Inc. Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal and business financial situation.

Sterk Financial Services, Inc created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with a Certified Financial Planner professional to pursue your financial goals.

We're here to educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and wouldn't want you to miss any developments in the area of personal or business financial planning. 

 

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

More Newsletters →