Brochure
Astrike Financial PllC
Let us accompany you on your hike to financial freedom and security.
Shannon Astrike CPA
Financial Adviser
Astrike Financia l PllC
1618 Denver St
Midland, M148640
989486.3337 F: 989 486.3347
shannon.astrike@ceterafs.com
www.AstrikeFinancial.com
My Areas of Focus
Investments
- Mutual Funds, ElFs, Fee-Based Asset Management Services
Retirement Planning
- IRAs, 401 (k) Plans, Pension/Profit Sharing Plans, SEPs, Simple Plans
Insurance
- Fixed and Variable Life Insurance, Disability insurance, Long Term Care Insurance, Fixed and Variable Annuities
Estate Planning
- Insurance Needs Analysis
Education Planning
- 529 Plans
General Accounting &Tax Services
- Tax Planning & Preparation, Year-End Planning and Projections, Business Accounting Services, Financial Statement Preparation, Payroll Services
My Service Philosophy
I am dedicated to helping you achieve your financial objectives for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future.You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.
Professional Licenses and Designations
- Registrations: Series 6, Series 63, Series 65
- Insurance Licenses: Life Insurance, Variable, Long Term Care
Educational Background
- Purdue University
- Central Michigan University
- Bachelor of Science in Business Administration - Accounting
Professional/Employment History
- 2004 to Present: Cetera Financial Specialists LLC
- 2004 to Present: Cetera Investment Advisers LlC
- 2006 to Present: Astrike Financial PLLC
- 1994 to 2006: Yeo & Yeo PC
- 1998 to 2004: Hochman & Baker Securities Inc.
Professional Associations/Community Service
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Central Michigan University Accounting Advisory Committee
- Northeastern Michigan Estate Planning Council
- Midland Chamber of Commerce
- Family & Children's Service of Midland - Past Board Member
- Leadership Midland Alumni - Class of 2002
- North Midland Family Center - Past President
My role is to be the trail guide, to be the leader, educator, advisor. I make sure we smoothly navigate >obstacles along the trail, stay on course and, in the end, help ensure the goals are achieved.