Because Money Doesn’t Come With Instructions
Welcome to Sterk Financial Services, a financial planning practice in the Dakota Dunes suburb of Sioux City, Iowa. Just like it takes a village to raise a child, it takes a team of experts to help you live your best life. That’s where we come in. You have doctors, attorneys, and tax professionals you rely on to keep your life running smoothly, and we are prepared to do the same for your financial future. Sterk Financial Services has specialized programs to help you manage investments and strategically plan for life changes such as retirement, divorce, job changes, or entering a caregiving role. We can help you protect and grow your portfolio to set yourself up for a successful financial future. Our goal is simple – to provide advice and strategies that aligns the money you have with the life that you want to lead.
Our team of professionals has years of experience in strategic financial planning. We are ready to address your needs today and guide you through every phase of life. Let us help you take the complexity and uncertainty out of financial planning, and help create clarity and confidence as you move forward.
Let’s get started.
We offer specialized programs that center around managing money and planning for life’s crucial financial events. Your needs & goals. Our advice & strategies.Learn More
As your full-service financial partner and guide, we are here when you need us. Every situation. Every time.Learn More
There are no do-overs in retirement. You need a path. You need a strategy. You need a guide you can trust. Mary’s latest book will arm you with the essential knowledge to create a strategic plan so you can retire with confidence.Get the Book
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
For homeowners who think their property taxes are too high, there are ways to appeal.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The item most homeowners forget on their home improvement project checklist is insurance.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?