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New Clients

Welcome!

We are so glad you have made the decision to become part of the Stark Financial Strategies family! Working with a financial advisor who understands your goals can help you create a plan to make the most of your money- now and in retirement. We would like to introduce you to some of the services we offer. 

MoneyGuidePro is designed to help financial professionals focus on your retirement and other financial goals to create a customized plan. It is easy to use, allows you to make changes to your plan and immediately see the impact.

Blueleaf gives you and your advisor a view of all your assets and liabilities in convenient location. This allows us to use that knowledge to deliver to you comprehensive financial advice. Watch your email for your invitation to this valuable tool.


Prepare for your First Meeting

Fact Finder

Advisor-Client Relationship

Practical Tips

What does your Advisor do?

50 Things
<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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<p>Jane Bond: Decoding Diversification</p>

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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<p>Rebalancing Your Portfolio</p>

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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