Since 1989 I've assisted hundreds of individuals - just like you - with the complex and often irrevocable decisions that must be made when choosing to retire from their jobs.
Sturm Financial specializes in concierge services to retirees and those within 10 years of their retirement date. We'll work closely with your attorney and CPA to help craft a suitable retirement strategy just for you.
We stand apart because we are:
IndependentSturm Financial is a completely independent firm, which means that our recommendations are made with your best interest in mind. We are free from the pressures from corporate entities that would promote proprietary products that may not be in your best interest. This means that our solutions will be suitable for your goals and dreams for the future.
AccountableOur affiliation with National Planning Corporation helps us provide our clients with a wide variety of products and services designed to address the most difficult financial dilemmas. Your investments are held with large, well-established institutions like The Bank of New York Mellon and Pershing, who provides our trading and custody services.
Process OrientedWith over 25 years of financial advisory experience, our firm has created a well-established process that can help you transition from your working years to your leisure years. Contact us today to discover how we can help you!
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Good employee health can be great for the company’s bottom line.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It sounds simple, but paying yourself first can really pay off.
It may help your business be better prepared in the event of the death of a principal or key employee.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.