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New Clients


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.

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Fact Finder

Advisor-Client Relationship

Practical Tips

Frequently Asked Questions

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Rebalancing Your Portfolio

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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