CONNECT

Address:

909 Main Street
Grinnell, IA 50112

Phone:

641-236-8065

Fax/Other:

641-236-1159

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.

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