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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Taking regular, periodic withdrawals during retirement can be quite problematic.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are five facts about Social Security that are important to keep in mind.
What’s the deal with your yearly free credit report?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?