Monday – Friday 9 am – 5 pm | 440-779-1430

M – F 9 am – 5 pm | 440-779-1430

Comprehensive Financial Services
for a Stable Future

Crafting your personalized path

At Szarka Financial, we offer a full spectrum of financial services to address your needs across every life stage. From retirement income planning to legacy preservation, we have the expertise you need.

Our financial advisors work directly with you and your family to create a tailored financial strategy that turns aspirations into reality. Experience fee-based investment management that’s all about you, with no hidden agendas—just a dedicated team guiding you.

Journey towards retirement with unwavering support, custom solutions, and a relationship built on trust. As an independent planning firm, we prioritize your interests, ensuring your future is secure. Szarka Financial thrives on excellence, with a commitment to quality, attentiveness, and professionalism that ensures a future exceeding your dreams.

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.

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.

401(k) and 403(b) Consulting

With traditional pensions declining, employees now handle more of their retirement assets, such as 401k or 403b plans. Many rely on employer-sponsored plans but struggle with contributions and investments. Szarka Financial advisors tailor plans to your retirement goals, timeline, and risk tolerance, considering company benefits and other income sources. When you leave a job, we guide distribution options and can help roll over employer plans into a customized IRA aligned with 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.