Broker Check

Agent Photo





Welcome to Stark Tax & Financial Service's website. We have been serving Stark County for over 60 years. Our website has been designed to help you learn more about us and our services available to you. We have also included additional resources to help you learn more about financial concepts such taxes, insurance, investing*, estate planning, and wealth preservation. Our website includes articles, investment*, retirement and tax calculators, slide presentations, and videos to help you better understand these financial concepts.  Most importantly we hope you see the value of working with financial professionals to help you achieve your goals.

Stark Tax & Financial Service is a name you can trust. We are here to help educate you about the basic concepts of financial management. Stark Tax & Financial Service is trained to assist our customers in evaluating their own special circumstances and goals. Our capable team is trained to help you find the most suitable options.

Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary guidance to help accomplish your objectives.

*These services are offered by Philip R. Harper, CPA, CFP® through his affilaiton with Avantax

WE ARE HERE FOR YOU

Services

We create strategies that are tailored to your needs and goals.

Independence 

Years of experience have prepared us to guide you through your life transitions.

Trust

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow