Financial Planning for those nearing or currently in retirement.
Szarka Financial advisors offer free, no obligation financial reviews to help make sure your financial planning and investments are on track, even if you already are working with someone.
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.
Retirement Income Planning
Investment Management
Estate and Legacy Planning
401k, 403b, and IRA Rollover
As seen on WKYC Channel 3 Cleveland on Good Company
Szarka Financial Planners are committed to educating our clients and friends. Check out our latest videos and articles and subscribe to our YouTube channel to keep up to date.
Recent Blog Posts
WATCH: Retirement Taxes: Essential Tips to Avoid Costly Mistakes
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
WATCH: Stock Market Volatility Explained; August 6 Update
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
WATCH: Funding Solutions for Long Term Care
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
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You are more than just your finances
Step 1
Define desired income goals and use our Retirement Income Solutions report to determine realistic assumptions.
Step 2
An appropriate portfolio is selected based on your target monthly income and risk tolerance.
Step 3
We collaborate with you to choose individual fund managers for each investment category and the account is funded.
Step 4
Financial plan implemented and retirement income distribution strategy established. Periodic account review scheduled.