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Cirkal Financial Services

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(888) 489 - 3418

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Please click on the images to move forward with a particular service. Some services will take you directly to our strategic partners and some services will require us to have a conversation prior to connecting you to a certain partner.

service price list

fINANCIAL NEEDS ANALYSIS

This analysis provides broad, general guidelines, which will be helpful in shaping your thinking about your financial needs. It serves as a guide for discussions with our professional advisors. Each of the “life goals” illustrated in this analysis are calculated independently and are intended to be applied to a comprehensive financial plan. Each scenario shown illustrates your current situation or an alternative strategy and its possible effects on the financial situation you provided.

life goals analysis

NO CHARGE

comprehensive Financial plan

NO CHARGE

savings and Retirement SERVICES

high-yield savings funds

NO CHARGE

college savings accounts

NO CHARGE

TRADTIONAL RETIREMENT ACCOUNTS

NO CHARGE

TAX-ADVANTAGED RETIREMENT ACCOUNTS

NO CHARGE

retirement account rollovers

NO CHARGE

INSURANCE SERVICES

PERMANENT INSURANCE

GET A QUOTE

TERM INSURANCE

GET A QUOTE

final expense INSURANCE

GET A QUOTE

DISABILITY INSURANCE

GET A QUOTE

Long-term care insurance

GET A QUOTE

property and casualty insurance (HOMEOWNERS AND reNTAL INSURANCE)

GET A QUOTE

auto insurance

GET A QUOTE

business insurance

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Pet INSURANCE

GET A QUOTE

GENERAL LIABILITIES

GET A QUOTE

DEBT REDUCTION SERVICES

We provide Debt and Tax Resolution Programs to help clients achieve financial freedom. We are partnered with some of the largest and most respected resolution providers in the nation and have assisted thousands of consumers with our programs. Our dedicated team of advisors and consultants support families, individuals, and businesses nationwide. We empower clients by enabling them to achieve financial independence.

cONSUMER DEBT (CREDIT CARD DEBT, TAX DEBT, PERSONAL LOANS)

20 - 24% of the Debt. NO INITIAL FEES UNLESS ENROLLED IN OUR ATTORNEY-BASED DEBT PROGRAMS

FEDERAL STUDENT LOAN FORGIVENESS

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Estate planning SERVICES

Not everyone needs sophisticated planning- but you deserve to be educated on your options and be empowered to make an informed decision based on your individual planning needs. That’s why we have attorneys with a variety of backgrounds and specialties- to provide customized planning in a supervised environment that makes it easy for you to get everything from DIY solutions (with access to legal counsel) to advanced help from leading experts.

tRUST GUARD

$1295

Robust and Flexible Trust Documents

Pour-Over Wills

Financial Power of Attorney

Health Care Directives

Deed Preparation (Primary Home)

Medical Privacy Documents

Digital Back Up (Online)

Professional Assistance (Para Legal)

Customization (Limited)


For Simple Plans with Real Estate or Assets that require a Trust.
Probate Protection.

TRUST GUARD+

$1895

Robust and Flexible Trust Documents

Pour-Over Wills

Financial Power of Attorney

Health Care Directives

Deed Preparation (Primary Home)

Medical Privacy Documents

Digital Back Up (Online)

Professional Assistance (Para Legal)

Custom Binder

Electronic Recording

Mobile Notary

Attorney Review

Customization (Limited)

WEALTH GUARD

$3250+

Robust and Flexible Trust Documents

Pour-Over Wills

Financial Power of Attorney

Health Care Directives

Deed Preparation (Primary Home)

Medical Privacy Documents

Digital Back Up (Online a)

Professional Assistance (Attorney)

Premium Custom Binder

Electronic Recording

Mobile Notary

Attorney Review

Customization (Full)


Great for complex and high net worth clients.


Business support SERVICES

business formation+tax planning+ BUSINESS credit building + BUSINESS Estate

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business insurance

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TAX STRATEGIES +RETIREMENT+premium financing+asset elevation+KEY PERSON/SUC

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business valuations

$2400

Employer 401k plans

SCHEDULE A CALL

DEBT REDUCTION STRATEGIES

GET QUALIFIED

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We love our customers, so feel free to contact us a (888) 489-3418 or at info@cirkalfinancialservices.com or schedule a free consultation with https://calendly.com/cirkalfinancialservices/consultation_interview_meeting

Cirkal Financial Services, LLC

500 Navarro Street, San Antonio, TX, USA

Cirkal Financial Services, LLC

500 Navarro Street, San Antonio, TX, USA

(888) 489-3418

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