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 preserve and grow your portfolio to help 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.
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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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
For some, the social impact of investing is just as important as the return, perhaps more important.
The uncertainties we face in retirement can erode our sense of confidence.
There are four very good reasons to start investing. Do you know what they are?
Here’s a guide to explain all the parts of Medicare.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.