financial-review

Initial No-Cost Financial Review

Are You on Track to Retire?

Most people don’t get a second chance at retirement. We work closely with our clients to help them achieve their retirement goals. Whether it’s one month or 20 years, it’s never too late or too early to start planning for your retirement career! Contact us today for a financial review.

  • How Much Will YOU Need in Order to Retire Comfortably?

    To have a comfortable retirement, the first task is to determine how much money you need to accumulate to achieve those goals. We call this targeting “your number”.

  • How Will You Determine Your Number?

    When you sit down with one of our financial advisors, you will discuss your goals and priorities, as well as your individual and family needs. We will collaborate with you to develop and execute a comprehensive financial plan that is designed to meet your specific retirement and financial goals.

  • Why Choose Szarka Financial?

    We offer fee-based investment management, customized to you, designed to reduce 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, putting our clients best interest first.

    We strive for excellence, to exceed expectations with our quality, attentiveness and professionalism.

Let’s get started! Szarka Financial advisors offer a free, no obligation financial review to help make sure you’re on track. Contact us today to meet with a financial advisor soon!