At Sirak Financial, our mission starts with understanding your needs, wants, obstacles, and goals. With this information, we work with you to develop and implement strategies that will take you from where you are to where you want to be. From there, we monitor and adjust your plan to keep it aligned with your goals.
From protecting against financial loss, to maximizing wealth, to leaving a legacy for future generations, we utilize all the resources at our disposal to help you achieve your goals.
We think “outside the box” and challenge conventional wisdom in our approach to investing and preserving wealth.
We start by getting to know each other to ensure our values and personalities are aligned with yours. We then learn about your goals and circumstances before designing and presenting a custom plan tailored to meet your needs. We then adjust the plan based on your input and guide you through the implementation process. Going forward, we will meet periodically and make adjustments as appropriate.
Established in 1957 in Canton, Ohio by Stan Sirak as a life and health insurance company, we have since expanded into investments, employee benefits, and college and retirement planning. We have grown tremendously over the years and are now in our third generation of leadership.