Sterk Financial Services, Inc

Financial Planning with Integrity

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

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

Welcome to the Sterk Financial Services, Inc. Website, where you'll fund 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 undestanding 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 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?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →