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.
All Under One Roof
Consolidating your assets onto one platform can reap multiple benefits.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Why have the markets been so volatile recently?
Beware of these traps that could upend your retirement.
A four-step framework for building a personal legacy.
Ever wonder what separates the folks who are financially comfortable from the rest of us?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A collection of tips from professional travelers.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.