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Please reach us at cirkalfinacialservices@gmail.com or cirkalfinancialfl@gmail.com if you cannot find an answer to your question.
No. We do not charge consultation fees. Our mission is to correct the disservice that has been done to the American public.
Yes. Everyone can benefit from the financial education. We can help you make your best financial decisions at any income level.
No. We are not an investment firm. We function in a consultive role and partner with investment firms. Our non-captive status allows us to assist you with gaining access to our impressive network of over 150 A-Rated financial firms.
Yes. We will work with you to help you establish the appropriate strategies for your particular needs.
Yes. Life insurance is an important aspect of protecting your estate and planning your legacy. We will educate you on your life insurance needs and assist you with putting the proper insurance in plance.
Yes. We have providers that offer these services. We can refer you to those services.
No. We operate in a federally regulated industry. We are a licensed agency, and we are licensed by the states we operate in.
Yes. We assist clients all across the country with understanding their individual retirement accounts. We also assist our clients with identifying the appropriate accounts to roll their retirement fundsi into, once they've left their current employers or once they've retired.
It takes making a big decision to join the industry and to get licensed in your state. Operating in the financial services industry opens the door to amazing opportunities, lifelong associations, and a chance to change the lives of Americans you come in contact with, your family, and your life forever. As a financial services professional, you will be a part of the largest network of financial service distributors in the county and be involved in a rapidly growing industry where you alone determine your trajectory and success.
Yes. We specialize in education and performing comprehensive assessments on all of our clients that assist us in formulating strategies that help you accomplish your retirement goals.
We educate our clients on all benefits of leveraging cash value life insurance policies, which essentially makes you your own bank if they are funded properly.
Simple Trusts typically take 3 – 6 weeks to process. If all information is accurate and complete, it can be done in under 1 week.
Common causes of delay include:
Waiting on missing client information
Issues filing the deed with the county
Mismatches between client - provided information and county deed records (e.g., incorrect names, outdated ownership, mismatched addresses)
Custom Trusts usually take 1 – 3 months due to their complexity. If the trust involves multiple assets, properties, or tax issues, it may take up to 6 months.
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