Our Firm
Sterk Financial Services understands that there is a great deal of merit in planning when it comes to financial matters. We can serve as your guide through the process and recommend ways to help you reach your goals. We will work with your tax and legal advisors to make sure that your financial plan addresses all of your needs. You have a greater chance for financial security and peace-of-mind if you have a sound financial plan.
We have a unique ability to capture the essence of what our clients have for goals and objectives. We do this by truly listening and by building meaningful relationships and a high level of personal trust with our clients. By customizing a financial plan to fit what is important in the eyes of our clients, we are able to create a financial roadmap. We guide our clients through the complex maze of financial solutions and do it in a way that is simple to understand, straight forward, and precise. When we have done our job completely, our clients have a clear vision of their financial future.
Sterk Financial Services specializes in financial planning for individuals and businesses. Our company is unique in that we are an independent financial advisor, not tied to a single company, but representing more than 80 of the best and most financially secure companies. This independence gives us the ability to pick and choose among many alternatives, enabling us to provide the best financial solution to meet the needs of our clients.
On the personal side, our comprehensive financial planning includes:
- College Planning
- Risk and Wealth Management
- Retirement Planning
- Investment Analysis
- Estate Planning
- Health, Disability and Long Term Care Insurance
Business planning include:
- Financial Fundamentals
- Business Succession Planning
- Employee Benefits Analysis
All financial services provided by Sterk Financial Services, Inc. are approached with the most beneficial tax avoidance strategies in mind.
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