Sirak Financial Services was established by Stan Sirak in 1957 to provide elite financial protection to his clients.
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.
Helpful Content
Infographic: Life Insurance: The Basics
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
10 Scary Facts About Retirement
While you’re exploring the new opportunities the next phase in your life offers, these shocking facts add a healthy dose of reality to your retirement planning.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Hindsight 2020: The New Gig Thing
The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Importance of Beneficiary Designations
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Saving for College 101
Here’s a crash course on saving for college.