Broker Check

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.