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 confidence 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 to help 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.