Comprehensive Financial Services
for a Stable Future

Parterning with you every step of the way

Crafting your personalized path

At Szarka Financial, we offer a full spectrum of financial services to address your needs across every life stage. From retirement income planning to legacy preservation, we have the expertise you need.

Our financial advisors work directly with you and your family. Together, we’ll create a tailored financial strategy that turns aspirations into reality.

Why Szarka Financial?

Experience fee-based investment management that’s all about you. No hidden agendas, just a dedicated team guiding you.

Personal Touch at Every Stage:

Journey towards retirement with unwavering support. Count on us for custom solutions, unwavering integrity, and a relationship built on trust.

Choose a New Financial Future:

We’re not just financial experts – we’re educators. As an independent planning firm, we prioritize your interests, ensuring your tomorrow is secure.

Elevate Your Expectations:

Szarka Financial thrives on excellence. Our commitment to quality, attentiveness, and professionalism ensures a future that outshines your dreams.

Retirement Income Planning

We specialize in creating retirement income strategies for those concerned about outliving their savings.

Retirement income planning consists of two major phases:

  • Accumulation Phase: This is when you work and save money for retirement. Your actions during this phase determine when you can retire and the lifestyle you can afford.
  • Distribution Phase: After retirement, you start using your investments to fund a potentially 25 to 30-year retirement.
Investment Management

Expertly manage your investments for optimal growth.

  • Your Szarka Financial advisor considers all your individual needs and goals when designing your investment allocation.
  • Each client has unique short and long-term financial needs and goals, and our asset management approach reflects this individuality.
  • We collaborate with you to create an investment strategy that aligns with your financial plan, objectives, and risk tolerance.
  • We regularly meet with you to monitor progress and make necessary allocation adjustments.
  • Szarka Financial is a fiduciary, always prioritizing your best interests and long-term financial goals.
401k and 403b Consulting
  • As traditional monthly pension plans decline, employees take on more responsibility for retirement assets, like 401k or 403b plans.
  • Many rely on employer-sponsored plans for retirement savings, but may struggle with contribution decisions and investments.
  • Szarka Financial advisors create a tailored plan considering your retirement income goals, timeline, and risk tolerance.
  • We also factor in company benefits and other income sources, like social security or pensions.
  • When you leave employment, we guide you on distribution options and can help roll over employer plans into a customized IRA with an investment strategy aligned with your goals and risk tolerance.
Estate and Legacy Planning

Estate and legacy planning is a critical component of a comprehensive financial plan.

From helping to ensure that Beneficiary forms are executed properly and reflect a client’s wishes to developing a plan that minimizes tax exposure, Szarka Financial Planners help to ensure that your assets are distributed to the right people at the right time, with minimal tax liability and expense.