At Starkel Wealth Advisors, I built this resource vault to give you the same tools, checklists, and frameworks I use with clients every day.
Whether you’re a business owner preparing to exit, a retiree planning for the next 30 years, or someone who simply wants to retire 10 years earlier, these PDFs will help you take the next step with clarity.
Use them freely — they’re here to help you make smarter decisions and simplify your financial life.
Business Owner Playbooks
Exit Planning Checklist (PDF)
Money-Smart Business Owner (PDF)
Tax-Free Retirement Blueprint (PDF)
Retiree Resources
Retire 10 Years Earlier Guide (PDF)
5 Retirement Mistakes to Avoid (PDF)
Social Security Timing Strategy (PDF)
Tools for Everyone
Wealth Planning Framework (PDF)
Investment Strategy Map (PDF)
Bucket Strategy Overview (PDF)
Ready to see how these strategies apply to your actual retirement or exit plan?
“The Lord will guide you always; He will satisfy your needs… You will be like a well-watered garden. are established.”
Isaiah 58:11
Starkel Wealth Advisors is a registered investment adviser with the state of Missouri and California and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. For more information see our Disclosures.
Starkel Wealth Advisors 