Astrike Financial PLLC

Astrike Financial PLLC Astrike Financial PLLC: An independent wealth management firm located in Midland, MI. Advisory services offered through Cetera Investment Advisers LLC.

Giving clients the education and confidence to unlock their vision and get the best return on life. Astrike Financial PLLC is an independent wealth management firm giving clients in Michigan and nationwide the education and confidence they need to unlock their vision and get the best return on life. Our straightforward communication, tax background, and holistic, relational approach help clients t

o keep more of what they earn and stay on track for the future they desire. As our client, you and your needs always come first: we’re only satisfied when you are. From clear communication to custom financial plans, we want you to know you’re cared for as we uncover your aspirations and create goalposts for your vision of the future. Once you have a clear idea of where you want to be, we can work together to get you there. Your finances impact every aspect of your life, and we believe that you deserve the highest standards of knowledge and expertise as we put together a plan for your life. With a tailored plan, you’ll have a clear path forward that can give you more freedom to choose what you want from your life and finances. Throughout our process, we prioritize excellence in service and relational care, building true connections as we plan together for every celebration, transition,
and goal over the course of your life. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Cetera entities are under separate ownership from any other named entity. Cetera Financial Specialists LLC reserves the right to monitor all Cetera Financial Specialists LLC related e-mail.

08/23/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

A strategic plan for harvesting investment losses to offset capital gains can help reduce this year’s tax bill. Let’s fi...
08/11/2026

A strategic plan for harvesting investment losses to offset capital gains can help reduce this year’s tax bill. Let’s find the right balance together.

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
08/03/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-I...
07/09/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

Wishing everyone a safe and joyful Independence Day!
07/04/2026

Wishing everyone a safe and joyful Independence Day!

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇📣 Join us in saying thanks to father f...
06/21/2026

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇

📣 Join us in saying thanks to father figures everywhere.🙌

Today, we honor Juneteenth, a pivotal moment in our nation's history. As we reflect on the significance of this day, we ...
06/19/2026

Today, we honor Juneteenth, a pivotal moment in our nation's history. As we reflect on the significance of this day, we also recognize the ongoing work required to ensure opportunity and financial empowerment for all.

Trump Accounts are available to open and register for and will begin accepting deposits on July 4th. A few questions are...
06/16/2026

Trump Accounts are available to open and register for and will begin accepting deposits on July 4th. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/09/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

☀️ Summer Hours Announcement ☀️Our office will be closed on Fridays during the summer months (June-August) so our team c...
06/04/2026

☀️ Summer Hours Announcement ☀️

Our office will be closed on Fridays during the summer months (June-August) so our team can enjoy an extra long weekend for all their hard work these past several months.

We will continue to be available Monday–Thursday during normal business hours and are happy to assist you with anything you may need before the weekend.

Wishing everyone a safe, fun, and relaxing summer! 🌴

Address

1618 Denver Street
Midland, MI
48640

Opening Hours

Monday 9am - 3:30pm
Tuesday 9am - 3:30pm
Wednesday 9am - 3:30pm
Thursday 9am - 3:30pm

Website

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