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

Smart Financial Moves to Make Before 2025

Smart Financial Moves to Make Before 2025

Looking to make the most of your finances before the new year? Senior Financial Planner Alex Menassa, MT, CPA, JD from Szarka Financial shares essential end-of-year financial tips to help you prepare for 2025. In this video, you’ll discover: ✅ How to consolidate your...

Choosing the Right Financial Advisor

Choosing the Right Financial Advisor

In this interview, Alex Szarka, Senior Financial Planner, and Les Szarka, CEO of Szarka Financial, share essential advice on selecting a financial advisor who truly meets your needs. They discuss the importance of comprehensive financial planning, explaining that it...

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.

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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.

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