Szarka Financial Management


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.

 CFP(R) website

  
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