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. 

 

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

More Newsletters →