Financial Planning

Are you on track to retire comfortably?

Or are you missing out on the magic of compounding interest?

  • 30% of people have less than $1,000 in their bank accounts at any given moment.
  • 2/3 of people will retire with less than $25k saved.
  • 95% of baby boomers don’t have enough money saved up for retirement.
  • 4 out of 10 people do not own a life insurance policy.
  • Do you feel like you don't have time to figure out how to best invest and grow your money?
  • Are you worried about losing your hard-earned money?
  • Are you confused by financial products and unsure which are the best choices for you?
  • Are little expenses eating up your nest egg?
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Our Team

It's time to stop worrying about money. Let's create a financial plan that allows you to grow your wealth and enjoy your life.

Time, not money, is your biggest asset in life. Let your money work for you.

At Stark Financial, we offer a full array of financial products and services to help you achieve your goals.

Retirement Planning

The best retirement plan protects and maximizes your wealth while learning how to spend, enjoy, and pass it on without sacrificing your lifestyle.

College Funding

Higher education is expensive. Let’s craft a plan that enables your kids (or grandkids) to attend the college of their choice and kickstart their dreams.

Life Insurance

Protect your spouse and heirs after you’re gone. We’ll help you pick the insurance options that best fit your situation and goals.

Estate Planning

Minimize estate or inheritance taxes. Let’s make sure your wealth is passed on to exactly who you want it to go to, whether family, charities, or other.

Long Term Care

Nursing homes, assisted living, and home health care are very expensive. And more than half of us will need this at some point in our lives. So let’s create a plan that protects you from these costs with appropriate coverage.

Will & Trust

These aren’t just for rich people. These are simply tools to ensure your wishes are followed in case of a disability, deeply personal medical choices, or death.
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Our Strategy

Keep your latte. We believe you should be able to enjoy your life while building wealth.

Step 1

Schedule a Meeting

Step 2

Gather Documents

Step 3

Get a Personalized Plan

Step 4

Achieve Your Financial Goals

Schedule a Meeting

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