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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Discover how to build a retirement plan that guarantees income no matter how long you live.
Calculating your potential Social Security benefit is a three-step process.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Knowing your options when a CD matures can help you make a sound investment decision.
It's important to make sure your retirement strategy anticipates health-care expenses.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.