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.
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
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The true cost of raising a child may be far more than you expect.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Five creative (and inexpensive) ideas for motivating your employees.
Simple steps may help you foil hackers and protect your privacy.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.