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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
When to start? Should I continue to work? How can I maximize my benefit?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
If you find it hard to attain personal life goals, there’s an app for that!
It may help your business be better prepared in the event of the death of a principal or key employee.
A quick look at how federal income taxes work.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know how to set up your financial goals for success? This knight does.