Broker Check

Financial Services

We are independent and unbiased. Independent means that our process is consultative in nature and there is no agenda to offer any particular financial product. The financial advisors of Astrike Financial are affiliated with Cetera Financial Specialists. To learn more about Cetera Financial Specialists, click here.

We HELP clients make wise financial decisions by helping them get organized. We provide accountability, objectivity, education, and partner with them. Our goal is to help each client have the best return on life possible.

Shannon has been recognized in Forbes magazine as a top business leader in Michigan as well as Bloomberg Businessweek, Money, and Fortune magazines for her dual experience as a CPA and financial advisor. To view the articles, click here.

Services include: 

Investments

  • Fee-based asset management services
  • Fee-based financial plans
  • Mutual fund direct investments

Retirement Planning

  • IRAs (Traditional, Non-deductable, Roth, Inherited)
  • 401(k) plans, 403(b) plans
  • SEPs
  • Simple Plans

Estate Planning

  • Succession planning for business owners
  • Assist individuals with navigating through the financial challenges of their Estate or Trust

Education Planning

  • 529 plans

Insurance

  • Insurance needs analysis
  • Insurance audit
  • Fixed and variable life insurance
  • Long term care insurance
  • Disability insurance

Our Approach

As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.

We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.

Most importantly, we are satisfied only when you are.