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.

 

 

 
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Life Insurance

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Risk Tolerance

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

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Newsletters

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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