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There are very few second chances when it comes to retirement. Szarka Financial advisors work closely with individuals to help them avoid disappointing or catastrophic consequences with their finances.

  • How Do I Figure Out My Number?

    How do you figure out the actual amount you need in order to be able to retire, your “number”? We collaborate with you to determine your “number,” based on your long-term financial goals and your family’s financial needs, providing personal attention every step of the way.

  • What About After I Retire?

    One key to a successful retirement is anticipating the unexpected, by establishing a financial plan that can quickly adapt to change, personal circumstances, or can weather the storms of economic volatility.

  • Meet with an Advisor

    Investment, retirement, insurance, income tax, estate and mortgage planning are all integral parts of the financial planning process. Szarka Financial advisors are committed to evaluating and understanding clients’ needs, creating solutions and building relationships.

Recent Articles

Areas of Expertise

Les Szarka, CFP® ChFC®

Behavioral Finance, Retirement Income Planning

Alex Menassa, MBA, CPA

401(k)/403(b), Estate Planning, IRAs, Pension Rollovers, Tax Planning

Charles Conrad, JD

Personal or Career Transition, Women in Transition, Veteran’s Benefits

Mark Stratis, CFP®

Elder Care, Estate Planning, Social Security & Medicare, Tax Planning

Rick Martin, CFP®

Retirement Income Planning, Investments, Wealth Management, Social Security

Dale Tolar

Retirement Income Planning

Michael Perry

Business Development, Job Search Coaching, Leadership, Operations

Szarka Financial Advisors on Fox8 Morning News

Tips for Rolling Over a 401(k)

Les Szarka on August 23, 2014

Estate Planning Faux Pas

Alex Menassa on August 10, 2014

Pension Benefits for Veterans

Chuck Conrad on June 15, 2014