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Financial Planning and Investments

We help create income strategies for retirees that are concerned about outliving their money. Our team of Szarka Financial advisors provide financial planning and investments in Northeast Ohio. Whether it’s one month or 20 years, it’s never too late or too early to start planning for your retirement career! Let’s get started today.

  • 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 financial planning. Our advisors are committed to evaluating and understanding clients’ needs, creating solutions and building relationships.

Let’s get started! Szarka Financial advisors offer free, no obligation financial reviews to help make sure your financial planning and investments are on track. Contact us today to meet with a financial advisor soon!

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