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Our Personalized Approach Elevates Your Success

Our Personalized Approach Elevates Your Success

Astrike Financial creates customized strategies for every client, designed to meet your distinctive needs and align your objectives with your personal values. We build genuine, long-lasting relationships with our clients so we can provide the best possible support for your planning and investing approach. We focus on excellence and care about the results for every client, as we work to exceed your expectations.

Who We Work With

Who We Work With

We serve individuals, families, and business owners with a holistic approach to financial planning that emphasizes your progress toward the objectives that matter most to you.

  • Individuals & Families
  • Pre-retirees & Retirees
  • Dow Chemical employees
  • Healthcare professionals
  • Small business owners
Our Clients
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Work With

Who We Work With

We serve individuals, families, and business owners with a holistic approach to financial planning that prioritizes your progress toward the objectives that matter most to you.

  • Individuals & Families
  • Pre-retirees & Retirees
  • Dow Chemical employees
  • Healthcare professionals
  • Small business owners
Learn more

Want to Know Your Risk Number?

A five-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number. It's fast, free, and displays your number instantly.

Discover Your Number

Simplifying Your Strategy for Exceptional Results

Our holistic approach to your financial strategy includes a complete range of services to guide and simplify every aspect of your planning.

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Financial Planning

 We design a comprehensive, flexible plan to guide you toward your personal goals.

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Investment Planning

 Our independent team offers recommendations that are designed specifically for you.

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Retirement Planning

 As part of your plan, we help you evaluate and enhance your retirement preparation.

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Tax Planning

Tax planning and optimization is an integral part of your overall financial strategy.

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Estate, Legacy & Trust Planning

 Your legacy is important to you, and we will ensure that you can safeguard your assets.

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Education Planning

 Financing education is a complex concern that we can help simplify for your family.

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Insurance & Long-Term Care

Our service includes consideration of risk management and insurance options.

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Executive Compensation

 We share guidance for optimizing the timing and means of receiving compensation.

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AdviceWorks Technology Provides Secure Monitoring

AdviceWorks Technology Provides Secure Monitoring

AdviceWorks provides a comprehensive overview of your financial landscape, tracking progress towards your goals. With its intuitive interface, you can seamlessly communicate with your financial advisor and manage all your accounts securely from any location.

Navigating The Path Together

We focus on your financial journey with clear communication and holistic planning.

Our Priority is Helping You Reach Your Goals

Our approach is designed to achieve one goal: ensuring that you can reach yours. We listen to what you are striving for and create a plan to help you achieve it.

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Our Process Guides Your Path Forward

Our custom process focuses on your progress toward three cornerstones: accumulation and wealth management, retirement income, and lifestyle preservation.

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Insights

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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How to Talk with Family About Retirement and Financial Plans

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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