Here at SHARP ADVISORS we believe in personalized service and have earned a reputation in our industry for excellence in customer service. Clients can expect clear communication and down-to-earth relationships with our advisors. Retirement planning doesn't have to be complicated. You know what it took to get you where you are: hard work, realistic goals, and integrity.
What you need now is someone who can grasp your vision and help chart a course to give your aspirations life. We will work with you to help you articulate, plan for, and pursue your goals. While we are most noted for working with employees at AT&T and Duke Energy, we also work with other companies, both large and small.
What you need now is someone who can grasp your vision and help chart a course to give your aspirations life. We will work with you to help you articulate, plan for, and pursue your goals. While we are most noted for working with employees at AT&T and Duke Energy, we also work with other companies, both large and small.
Services
We entered this industry because we knew we could offer financial planning advice in an authentic and expert way. Instead of focusing on our commissions or a large institution, we focus all of our energy on our clients and serve them first. Our clients know that they are in good hands because they receive personalized service and customized solutions.
SHARP ADVISORS was originally started under the name Straub & King Retirement Planning in 2001. For 10 years, the company helped many individuals work towards their financial goals and objectives. During this time, Kelly Straub recognized the complexity of retirement income planning. He was determined to simplify the process to help individuals achieve a work optional lifestyle.
Vince Lombardi once said, "Individual commitment to a group effort--that is what makes a team work, a company work, a society work, a civilization work". At SHARP ADVISORS, we work as a team to blend our individual strengths, in order to produce efficiency and outstanding service for our clients. Click the photos below to meet your team at SHARP ADVISORS and to learn a little more about them as individuals!
By working with a retirement professional, like those found at SHARP ADVISORS, you can feel more confident about the future. Income planning is a critical element of a solid retirement strategy. A major financial goal is to have a consistent and reliable stream of income that will last through retirement.
As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. At SHARP ADVISORS, we focus on building lifelong relationships and will help guide you along your financial journey. By talking with you about your life and goals we can anticipate any changes that need to occur in your financial strategy.
Reviews (1)
Pamela Greenwood
Dec 16, 2020
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We highly recommend Sharp Advisors. Kelly Straub has vast experience and is an expert in finance. His staff is terrific, Margarite is not only very knowledgeable and professional, but is very responsive whenever we have a question or need guidance. We feel confident and comfortable with Sharp Advisors managing our funds for our retirement.
