Senior Financial Planner at Szarka Financial. Comprehensive wealth management services, including investment management. Helping families with structuring retirement income, doing 401k rollovers during job transitions, setting up traditional and ROTH IRAs, doing estate planning and insurance ...more

Senior Financial Planner at Szarka Financial. Comprehensive wealth management services, including investment management. Helping families with structuring retirement income, doing 401k rollovers during job transitions, setting up traditional and ROTH IRAs, doing estate planning and insurance planning to make sure family members are protected, planning to minimize income and estate taxes, also helping families with issues relating to safeguarding assets of the elderly.less