Financial Planning for those nearing or currently in retirement.
Get Started Today
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. Submit your info through the GET STARTED button and we will be in touch soon.
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Recent Blog Posts
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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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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.
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
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.