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Cirks Financial is committed to providing exceptional services to our clients.  We are pleased to accommodate clients' personal needs by offering appointments in person, via phone call or zoom meeting.  Please call 641-236-8065 to schedule an appointment or with any questions.  Thank you.

909 Main Street
Grinnell, IA 50112

Phone:

641-236-8065

Fax:

641-236-1159

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Guiding you toward financial security

What can a financial advisor do for you?

An experienced financial advisor has the training and insight to:

  • Help identify and understand your reasons for investing

  • Deliver tailored solutions designed to meet your short and long-term needs

  • Explain how different investment vehicles function and support your financial plan

  • Navigate the fluctuating financial markets

  • Keep you focused on your long-term goals

Services Provided:

  • Comprehensive Financial Review

  • Fee Based Planning

  • Risk Profile Evaluation

  • Retirement Solutions

  • Investment Strategies

  • Insurance Services

Describes financial burdens associated with end-of-life care and funerals.

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Reviews annual enrollment dates and options for Medicare participants.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How Long Will Your Funds Last?

This calculator can help you determine how soon you can pay off your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck