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

Credit Card Debt

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Mortgage Acceleration

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Cash Flow Analysis

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Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

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