Shannon Astrike is a certified public accountant and personal financial specialist who founded Astrike Financial PLLC. With over 20 years of experience as a CPA, including 13 years at a regional public accounting firm, Astrike has developed dual expertise in taxes, financial planning, and estate planning. This allows her to provide holistic financial guidance and strengthen the depth and quality of her services. She takes a big-picture approach focused on accumulation, wealth management, retirement income, and lifestyle preservation through building lasting relationships and educating clients.

1. “I
t’s wise for investors to
understand an advisor’s
qualifications, experience
and professional designations.
Advisors can be researched at
www.FINRA.org/brokercheck,”
advises Shannon Astrike, CPA/PFS,
founder, Astrike Financial PLLC.
Given the inextricable link between
taxes, financial planning and estate
planning, professionals like Astrike
have cultivated dual expertise to
strengthen the depth and quality
of their services.
u BEST OF BOTH WORLDS
Certified public accountant (CPA) is
the most established financial credential
in America, requiring exceptional
educational and ethical requirements
to pass the rigorous exam.
The American Institute of CPAs®
(AICPA) applies the same stringent
standards to its personal financial
specialist (PFS) credential. Only an ac-
tive CPA with extensive experience
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC.
Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home
offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.
Choosing a financial advisor is an unnerving
task—even if you’ve been through it before.
Due diligence on the part of the investor is key.
in the areas of estate, retirement,
insurance and investments can become
a PFS. Together, the two signify an
uncommon level of expertise.
Though she’s been a practicing CPA
for 21 years, Astrike’s first13 career
years were spent at a regional public
accounting firm, guiding small business
owners toward their goals. “This back-
ground gave me the ideal foundation
for running my own firm,” says Astrike.
“From day one, I was taught the client
comes first—without exception. This
mindset is echoed in all of our services
and interactions.”
u BIG-PICTURE PLANNING
Astrike’s holistic approach focuses on
accumulation and wealth management,
retirement income and lifestyle preser-
vation. Her objective is to build lasting,
collaborative relationships by under-
standing clients’ goals, needs, strengths
and weaknesses.
Astrike promotes financial literacy
as the key to weathering life’s changes
and challenges: “My goal is to educate
clients so they can make wise decisions.
I advise along the way but believe clients
have to understand and be actively
committed to the strategy, too.”
Understanding the Social Security
system and healthcare planning is
important. “Healthy couples entering
retirement have options that can
maximize their benefits,” she says.
On a daily basis, Astrike sees the
relief and financial confidence clients
experience after shaping a plan, and
she encourages investors to seek an
advisor long before they plan to retire:
“Financial planning is a journey. The
sooner you seek counsel, the more
opportunities you’ll have available to
you to secure financial stability along
the way and retire respectfully.”
Building
Wealth
Astrike Financial is located at
1618 Denver Street in Midland, MI. For
more information, call 989-486-3337
or visit astrikefinancial.com.
Dual
Expertise
Ensures
Holistic
Financial
Guidance
Central Michigan
Shannon Astrike, CPA, PFS
As Seen In
Bloomberg Businessweek, Money & Fortune