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: It’s Raining Tariffs—Grab Popcorn
In this unscripted episode of Money Talks, Les and Alex tackle two timely subjects rattling the markets: the newly named Department of Government Efficiency (DOGE) and the escalating use of tariffs. They explain how the U.S. reached such high levels of debt and why...
Stock Market Rollercoaster
In this episode, Les Szarka, CEO of Szarka Financial, tackles the recent surge in market volatility and the key forces driving it—from surprising Chinese AI advancements to new tariffs and a rapidly shifting government landscape. Discover why Les believes investors...
Our New Segment with Les and Alex Szarka
In this segment, Les and Alex from Szarka Financial share timely insights on what you can expect in 2025. They discuss how inflation, interest rates, and changing government policies might affect everything from your daily budget to your long-term investments. Learn...
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.
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