Tiarks Financial

Tiarks Financial Member FINRA/SIPC.

Tiarks Financial is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.Securities and investment advisory services offered through Osaic Wealth, Inc.

At Tiarks Financial, we know retirement planning can feel overwhelming. That’s exactly why our team uses the Retirement ...
06/23/2026

At Tiarks Financial, we know retirement planning can feel overwhelming. That’s exactly why our team uses the Retirement Roadmap—to help families understand where they stand, identify gaps, and feel confident about their next financial step.

It’s a simple, down‑to‑earth process that brings your whole picture together, including retirement planning, investment management, insurance, Social Security, tax planning, and Medicare guidance. We walk through it side by side, making sure you understand your options and how each decision fits into your future.

If you’ve been looking for clarity or just want to make sure you’re on the right track, we’d love to help you get started.

When it comes to supporting your team, some benefits aren’t just perks — they’re required by law. These essentials safeg...
06/16/2026

When it comes to supporting your team, some benefits aren’t just perks — they’re required by law. These essentials safeguard employee well-being and keep your business compliant. Swipe through to learn more.

Looking to create a benefits package that goes beyond the basics? Contact our team today at (507) 356-8537!

GRAPHIC COPY (4:5 format):June Mid‑Year Financial Check‑UpRetirement • Taxes • Benefits • Medicare • Social SecurityCAPT...
06/12/2026

GRAPHIC COPY (4:5 format):
June Mid‑Year Financial Check‑Up
Retirement • Taxes • Benefits • Medicare • Social Security

CAPTION:
Were halfway through the year, which makes June a perfect time for a mid-year financial check-up. Our team at Tiarks Financial is reviewing retirement planning, tax strategies, Social Security timing, Medicare questions, and employee benefits with many of the families we serve here in Pine Island and the Rochester area.

For Mayo Clinic employees especially, a quick mid-year review can help make sure your 403(b), pension options, and other workplace benefits are on track.

Whats on your mind as you look ahead to the rest of the year? Share your questions below or reach out to our team if you want help making sure nothing has slipped through the cracks.

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growi...
06/08/2026

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today at (507) 356-8537 to start planning for tomorrow!

Planning for the long term is key to a successful financial future, but your short-term financial situation also matters...
06/05/2026

Planning for the long term is key to a successful financial future, but your short-term financial situation also matters, especially since it can impact that long-term strategy. Just as we all create retirement plans, every adult should have an emergency plan, or “rainy day” fund, offering a safety net for when the unexpected strikes.

Swipe through for six ways an emergency fund provides protection. And remember, while the exact amount of money needed varies by person, it’s generally recommended that Americans have three to six months' worth of living expenses in an easily accessible checking or high-yield savings account.

Do you have questions about emergency funds or other aspects of long-term financial wellness? Reach out to us anytime at (507) 356-8537 – we’re always here as a resource.

Are you on track for a comfortable retirement? It's time to rethink the old $1 million savings goal and adapt to today's...
06/02/2026

Are you on track for a comfortable retirement? It's time to rethink the old $1 million savings goal and adapt to today's economic realities. Here are three key points to consider:

🔹 Location Matters: Your retirement destination can greatly affect how long your savings last. For example, $1 million could last about 22.7 years in Mississippi, around 19.8 years in North Carolina, but just over a decade in Hawaii. With average retirement lengths of 18.6 years for men and 21.3 for women, choosing the right location is crucial.

🔹 Define “Comfortable”: What does a comfortable retirement mean to you? A serene life in a small town or an adventurous journey around the globe? Your vision of retirement significantly influences your financial needs.

🔹 Stay Consistent: Whether retirement is just around the corner or years away, regular contributions to your savings, no matter how small, can make a big difference over time.

With proper planning and expert advice, you can tailor your investments to fit your retirement dreams. Unsure if your current plan is on track? We’re here to help refine your strategy. Give us a call at (507) 356-8537 – let's make your golden years truly golden!

Graphic Text:Protect What Matters MostLife insurance for real families, real income, real peace of mindCaption:At Tiarks...
05/29/2026

Graphic Text:
Protect What Matters Most
Life insurance for real families, real income, real peace of mind

Caption:
At Tiarks Financial, we know that for many Midwestern and blue‑collar families, financial planning isn’t just about investments or retirement accounts. It’s about protecting the people who count on you.

Life insurance can play a big role in a thoughtful financial plan — helping replace income if something unexpected happens, pay off debts, and give your family a layer of security during tough times. It’s one of the tools our team leans on to help everyday households build stability and confidence in their future.

If you’d like to talk through how life insurance fits into your overall plan, we’re here to help.

Graphic text:Summer Retirement CheckupSmart steps for families and Mayo Clinic employeesCaption:Summer is a great time t...
05/27/2026

Graphic text:
Summer Retirement Checkup
Smart steps for families and Mayo Clinic employees

Caption:
Summer is a great time to hit pause, reset, and make sure your retirement plan still supports your long‑term goals. At Tiarks Financial, our team sees summer as the perfect moment to review where you stand before fall routines pick up again.

Here are a few simple ways families and Mayo Clinic employees can make the most of a mid‑year checkup:
• Review your 403(b) contributions to see if you’re on track for the year
• Revisit any pension questions, especially if you’re within 5–10 years of retirement
• Look at potential retirement income gaps and how they might affect your timeline
• Confirm whether your current savings rate still aligns with your long‑term plan

If you want help reviewing your numbers or just want a second set of eyes, our team is here to talk through your options.

Have a question or want to schedule a conversation? Reach out anytime.

Entering a new phase of life can be scary on its own, but the prospect of no longer earning steady wages can make retire...
05/25/2026

Entering a new phase of life can be scary on its own, but the prospect of no longer earning steady wages can make retirement a particularly tough decision.

The good news is that there are some signs that you are financially ready to retire. Take a look at four key ones below.

1️⃣ You are debt-free. You want to pay off debt during your working years, not when you’re on a fixed income. Prioritize debt payoff ahead of retirement.

2️⃣ You have enough saved. You’ll generally want at least 70% to 80% of your pre-retirement income.

3️⃣ Determine a retirement budget. Confirm how much you’ll need (and whether you have enough) by creating a retirement budget–be sure to consider travel plans, etc.

4️⃣ You have reviewed your portfolio. Take a look at your current investments and plan ahead. Often, your portfolio will need to be more conservative in retirement.

Ultimately, if you’re thinking of retiring, it’s a good idea to talk to a financial advisor well ahead of time so that you can enjoy retirement to its fullest. Give us a call anytime at (507) 356-8537 — we are here to help.

Have you felt some anxiety when faced with market uncertainty? You are not alone, and that anxiety is more common than y...
05/22/2026

Have you felt some anxiety when faced with market uncertainty? You are not alone, and that anxiety is more common than you may think. Investor psychology can play a powerful role during uncertain times. Swipe through to learn some strategies that may help when volatility hits.

Uncertainty is inevitable, but the right knowledge and strategies can help ease some anxiety. Contact us at (507) 356-8537 with questions or to discuss how we can help you stay the course during uncertain times.

Address

218 S Main Street
Pine Island, MN
55963

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15073568537

Website

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