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Achieving Success by

Working Together

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

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer. 

Solve for each clients unique blend of the following needs, concerns and resources:

  • Lifetime Income Need
  • Health Care Needs
  • Estate Protection
  • Paying for Retirement
  • Social Security
  • Employer-Sponsored Qualified Plans
  • Traditional and Roth IRAs

 

For more information on retirement income needs and income sources, please contact us today.

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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