Sirak Financial Services was established by Stan Sirak in 1957 to provide elite financial protection to his clients. Since then, we have grown to be one of the top insurance and financial service companies in the state.
We are proud to be a family-owned, local, financial planning firm celebrating 60 years of experience protecting, preserving and prospering our clients. Our family looks forward to helping your family prepare for the future.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Take Advantage of These Business Tax Deductions
As a business owner, you have many opportunities to generate tax deductions throughout the year.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What does the Tax Reform and Jobs Act mean for you?
Four vacation destinations you might never have thought of.
Five strategies for managing your student debt.
Being healthy not only makes you feel good, it may also help you financially.
Understanding the value of a home warranty.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.