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
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
One way to find money is to examine your current spending habits and eliminate money wasters.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Beware of these traps that could upend your retirement.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a quick guide to checking to see if you have unclaimed money.
There are hundreds of ETFs available. Should you invest in them?
Do you know how to set up your financial goals for success? This knight does.