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.
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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Looking to Improve Your Financial Future?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Here are five facts about Social Security that are important to keep in mind.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What’s the deal with your yearly free credit report?
LGBTQ people are subject to unique stresses that affect how they feel about their financial future.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?