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.
- Fee-based asset management services
- Fee-based financial plans
- Mutual fund direct investments
- IRAs (Traditional, Non-deductable, Roth, Inherited)
- 401(k) plans, 403(b) plans
- Simple Plans
- Succession planning for business owners
- Assist individuals with navigating through the financial challenges of their Estate or Trust
- 529 plans
- Insurance needs analysis
- Insurance audit
- Fixed and variable life insurance
- Long term care insurance
- Disability insurance
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.