Services

  • Lifetime Retirement Income Planning

  • Investment Management

  • Estate and Legacy Planning

  • 401(k) 403(b) & IRA Rollovers

  • Risk Management

  • Job/Resume Coaching
  

Why Choose Szarka Financial?

  • We offer fee-based investment management, customized to you, free of any conflicts of interest.
  • We take a team approach, providing personal attention every step of the way.
  • We provide customized solutions for our clients, not the cookie-cutter, one-size-fits-all plan. Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.

What Makes Us Different?

  • We are an education based, independent financial services firm offering comprehensive financial planning
  • We are a planning firm not a sales organization, with a fiduciary relationship to our clients
  • We strive for excellence, to exceed expectations with our quality, attentiveness and professionalism

Does your current financial strategy address the following:

  • Will it provide me enough money to live out my entire life?
  • Does it acknowledge the importance of tax planning?
  • Does it take into account how my financial needs will change over the years?
  • Is the level of risk in my portfolio appropriate?
  • Is it built to withstand the unexpected, such as serious long term illness or pre-mature death?
It’s a common perception that “everyone’s financial needs are different,” but it takes professionals with an uncommon commitment to develop a comprehensive strategy necessary to effectively address those differences. With abroad range of financial knowledge, our team of specialists work together to help you achieve your goals – in the way that best fits your current and future financial picture. Our approach is client- centered and goal-directed – because we know that our success is based ultimately on your success.