Szarka Financial Management

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At Szarka Financial...You are More than Your Finances

We are committed to evaluating and understanding our clients’ needs, creating solutions and building long-term relationships. Each client, by working through our step-by-step Retirement Foundations planning process*, is encouraged to develop reasonable expectations rather than chasing higher returns with higher risks. Life savings must be prudently managed and carefully grown in order to help outpace inflation and taxes while reducing risks. Your financial independence is what we strive to achieve while providing you with an excellent "Szarka" client experience.

Providing Assistance to Individuals and Companies Experiencing Layoffs

With the current economic climate, the demand for assistance with financial issues during a career transition has grown dramatically. Szarka Financial has assisted hundreds of people by providing answers to common questions such as:

Which accounts should be tapped first for living expenses?
What should I do with my 401(k)/403(b) or pension from a former employers?
How are my separation pay and unemployment compensation affected by taxes and other restrictions?
What medical and life insurance options are available?
How does this temporary setback affect long-term financial goals?

How individuals ultimately decide to deal with the critical financial issues they or their spouse face during a career transition will have a significant impact on their long-term financial health.

Learn more about how we can help individuals or companies address the financial challenges resulting from layoffs.

*Securities and advisory services offered through FSC Securities Corporation, a registered broker-dealer and member FINRA, SIPC and a registered Investment Advisor. Szarka Financial Management is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

Calculators

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

More Newsletters →

About Us

29691 Lorain Road
North Olmsted, OH 44070

Phone: 440.779.1430
Fax: 440.779.0746

info @szarkafinancial.com
Map and Directions

Market Watch

March 10, 2010 @ 04:22 AM

Dow Jones Industrials	10,564.38	+ 11.86
Nasdaq Composite	2,340.68	+ 8.47
S&P 500	1,140.44	+ 1.94
Wilshire 5000	11,874.69	+ 22.95

[ Markets | Charts | Quotes | Portfolio ]

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investments products and services available only to residents of : Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Kentucky (KY), Massachusetts (MA), Maryland (MD), Michigan (MI), Minnesota (MN), Missouri (MO), Nevada (NV), North Carolina (NC), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), West Virginia (WV)

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.