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Working Together

We strive to serve our clients through deep and meaningful relationships that last for generations.

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Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.

We have access to a variety of insurance products that can help meet your financial security planning needs. No matter your personal situation—if you’re single or a family; a professional or a seasonal employee; an executive or small business owner—we can work together to design a customized plan.

  • Life
  • Disability
  • Long-Term Care

Most insurance policies we offer contain exclusions, limitations, reductions of benefits surrender charges, and terms for keeping them in force. We will be glad to provide you with costs and complete details.

Our Services

  • Overview
  • Wealth Management
  • Insurance
  • Retirement Planning
  • 401(k)/Retirement Plan Vendor Evaluation
  • Mergers and Acquisitions Due Diligence for 401(k)s
  • Retirement Plan Implementation

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (510) 839-4852
Fax: (510) 839-4853

Jason R. Pera: jpera@starkmillerfbg.com
Marc T. LaRhette: mlarhette@starkmillerfbg.com

3650 Mt. Diablo Blvd., Suite 104, Lafayette, CA 94549

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To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck

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Stark Miller Financial Benefits Group is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Woodbury Financial Services, Inc.

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