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About

About This Business

We educate clients and can partner with over 150 A-rated financial services providers across the financial service industry that provide the best solutions to satisfy your needs. We will empower you through education and be your advocate when identifying what’s right for your future. While no one strategy is guaranteed to solve all of your financial worries, our wide array of products and services are just what you need to start working toward your goals.



We educate clients on the proper implementation of the following:


Financial Needs Analysis


Estate Planning, Advanced Care Directives, Emergency Funds, Retirement Planning, Insurance Planning, Long-Term Care Planning, Debt Reduction and Management, Retirement Account Rollovers, College Savings Goal Setting, Small Business 401Ks, Small Business Insurance Plans, Succession Planning and more...

BBB Accredited Since: 6/20/2023

Years in Business: 2

Business Details

BBB File Opened:
6/15/2023
Business Started:
10/17/2022
Business Incorporated:
10/17/2022
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
CirkalFS
Business Management:
Mr. Rashawn J Samuel, Owner/CEO

Additional Contact Information

Principal Contacts
Mr. Rashawn J Samuel, Owner/CEO
Customer Contacts
Mr. Rashawn J Samuel, Owner/CEO
Additional Phone Numbers
Other Phone: (254) 679-7787
Additional Websites
dot.cards/cirkal
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Texas Department of Insurance
333 Guadalupe St
Austin TX 78701
Phone Number: (800) 252-3439
http://www.tdi.texas.gov
Texas Funeral Service Commission
333 Guadalupe St # 2-110
Austin TX 78701
Phone Number: (888) 667-4881
Fax Number: (512) 479-5064
http://www.tfsc.state.tx.us
[email protected]
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]

Industry Tip

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