Our Services
Whether you are starting a family, building a business or planning your retirement, we can help you design a strategy to help reach your financial goals.
PERSONAL NEEDS
Family Protection
Life, Health, Disability & Long Term Care Insurance
Estate Conservation Strategies
Tax Strategies & Charitable Gift Strategies
Wealth Accumulation
Investment Strategies
Mutual Funds
Managed Accounts
Traditional & Roth IRAs
Education Funding Strategies
Retirement Planning
Retirement Plan Distribution Strategies
BUSINESS NEEDS
Business Continuation Funding Options
Buy-Sell Arrangements Funding
Business Succession Planning
Key Person Life Insurance
Employee & Executive Benefits
Deferred Compensation
Group Life, Health, Disability & Long Term Care Insurance
Flexible Benefit Accounts
Selective Executive Retirement Planning
Split Dollar Life Insurance
Tax-Qualified Retirement Strategies
401(k)
Money Purchase
Profit Sharing
Defined Benefit
Simiplified Employee Pension (SEP)
SIMPLE IRA
TSA/403(b)
To learn more, contact us today.
Neither Cirks Financial Services, Cambridge Investment Research, Inc., nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects.