Mary Sterk, CFP, President		  

There is a MYTH that people over 50, especially business owners, have all of their financial ducks in a row. And when they realize they don't, and they seek professional advice, all that person wants to talk about is what they can sell them. 

The Sterk Financial Services Difference - Advice you can trust.  It's not about what we can sell you, it's about clear direction and smart strategies. It's about explaining things in a way that educates you and is easy to understand. 

  • We create your personal Protect and Grow Strategy, bringing you the peace of mind that comes from knowing you and your family are taken care of.  

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!

  
  • We know money.  We require all of our advisors to become Certified Financial Planners (CFP™) so your advice is backed by the highest level of education, experience, and ethics.  
  • We track your results quarterly to measure performance. We continually do research to learn the best ways to protect your assets.  We connect with you annually to review your progress and refine your strategy so you stay on track.  

Our team has a unique ability to capture the essence of your financial vision and dreams.  We truly listen, build meaningful relationships, and earn a high level of personal trust with you.  By customizing a strategy to fit what is important in your eyes, we create a pathway to connect where you are today with your financial vision of tomorrow. 

We guide you through the complex maze of financial solutions and do it in a way that is simple to understand, straight forward, and organized.  When we have done our job completely, you will have a clear vision of your financial future, and the steps to take to get there.

 

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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