Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
At Sterk Financial, we offer unique services to meet every financial need. Some clients start with Wealth Management and move later to Planning. Some clients start with Planning and then engage with us for Wealth Management. The choice is up to you, and at our first meeting we can help guide you to which program is best suited for your needs!
From a planning perspective, we offer two levels of service. The Bucket Plan is a streamlined and simplified plan to ensure you have your assets allocated in the most effective way for retirement. The Financial Plan is a much more robust planning process that incorporates all facets of your financial life, and projects when you can retire and how much you may be able to spend. A detailed list of what our services include is below.
Goals & Objectives Assessment Risk Tolerance Analysis Investment Performance Audit Investment Recommendations
All benefits of Wealth Management plus:
Net Worth Review Income Gap Analysis Sequence of Return Risk Analysis Liquidity Analysis Tax Efficient Income Planning Current Bucket Plan™ Recommended Bucket Plan™
All benefits of Wealth Management & Bucket Plan™ plus:
Retirement Success Forecasting* Social Security Strategies Estate Plan Review Life Insurance Review & Strategies Long Term Care Review & Strategies P&C Insurance Gap Review Pension Analysis Income Tax Reduction Strategies Roth Conversion Bracket Bumping Estate Tax Reduction Strategies Probate Avoidance Strategies Charitable Giving Strategies College Planning Strategies Employee Stock Option Strategies
Strategic Guidance for Life's Journey
Maximizing Your Financial Strength
Enhance, Protect Or Transition Your Business
*denotes provided by Financial Profiles’ Financial Planning & Retirement Analysis Tool