Solutions for your goals
Retirement Planning
We specialize in crafting retirement income strategies for those worried about outliving their savings. During the Accumulation Phase, you save for the future while working, determining your retirement timeline and lifestyle. In the Distribution Phase, you use your investments to support a 25 to 30-year retirement.
Solutions for your goals
Investment Management
Your Szarka Financial advisor customizes your investment allocation to meet your unique needs and goals. We create an investment strategy aligned with your financial plan and risk tolerance, holding regular meetings to monitor progress and make adjustments. As a fiduciary, Szarka Financial prioritizes your best interests and long-term financial goals.
Solutions for your goals
Tax Strategies
Tax Planning & Preparation
Our planning is tailored to help reduce your tax liability, identify opportunities, and align with your overall wealth strategy. We integrate income tax considerations into your investment, retirement, and estate plans, helping you keep more of what you earn.
Solutions for your goals
Estate & 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.