Alex Menassa is a Senior Financial Advisor at Szarka Financial. Specializing in tax and estate planning issues related to IRAs, Alex is frequently called to speak to employees at some of the area’s largest companies. He has, for over 15 years, incorporated into his management of a family’s wealth the critical components of effective tax strategies, estate planning, asset preservation and preparation for handling potential elder care issues.
Financial independence in retirement doesn’t just ‘happen’; It takes careful planning and plenty of work to get there. Alex’s goal with financial planning is to provide clients the right tools to put together a ‘road trip’ so that they know where they are headed and what they have to do to achieve the retirement they have always pictured for themselves and their family. He works together as a team with his clients to assist them in getting to where they want to be to have a comfortable retirement.
Since 1985, Szarka Financial has been providing friendly, professional service to clients nearing and in retirement. They offer a full range of planning services for individuals, employees, and business owners across Northeast Ohio.