The AIM Retirement System™ is a proven, three-step solution that puts you in the driver’s seat for a comprehensive and confident retirement by helping you:
- Assess your goals and situation
- Implement a custom strategy
- Monitor your plan to ensure it continues meeting your needs
Who We Work With
At Cyr Financial Wealth Advisors, we're not just any retirement firm. We’re here to be your financial partners. As a full-service, independent, fiduciary Registered Investment Adviser, we’re all about you and your retirement journey. We don't just invest; we guide you through income planning, health care, taxes, Social Security, long-term care, estate planning and much more.
If you’re …
- Retired or planning to retire in the next seven years
- A diligent saver
- Interested in generating and protecting income for life
- Wanting to proactively address the seven key risks of retirement
- Eager to work with someone who is straightforward and transparent regarding fees
… we’re ready to talk!
Let us show you how we dedicate our time and expertise to your unique needs. Together, we’ll navigate this retirement road and make the most of our journey!
It All Starts with a Conversation
What our Clients are Saying
“Excellent people to work with. Make you feel more than just a client. They express a real concern not only with your finances but also in the experiences in your life.”
“By the way, although I have mentioned it on previous occasions, I am sincerely and totally impressed with the team you have put together at Cyr Financial. All of you are a pleasure to work with.”
“I have been very satisfied with my relationship with Cyr Financial. They have a great team that took my family's plans and needs into account in developing a financial plan for us. They have also made adjustments as necessary to adapt to the current economic environment. Everyone has been friendly and helpful.”
“Friendly, professional staff with advice to make the best decisions with your retirement funds. So glad we started with them!”
The testimonials on this website are unsolicited and uncompensated feedback from actual clients. They reflect the real-life experiences and opinions of individuals who have used our services. The testimonials are presented as received, without any alteration or editing, except for the removal of personal information for privacy reasons.
Check Out Some of Our Free Retirement Resources
Want to retire but unsure how much you’ll need? Looking to learn more about a specific financial topic? Take our quiz or plug into our many other resources. From our educational video library and "Retirement for Life" podcast to our industry-leading planning tool and informative retirement guides on Social Security, Roth conversions, tax reduction and more, we’ve got you covered.
“I've worked very hard in my career to become a student of retirement. However, at some point, we realized that keeping our best ideas exclusively for clients was self-serving. Today, through video, podcasts, whitepapers and quizzes, we make it a point to give as much as we can for whomever wishes to benefit. The world is too small not to share with others.”
Christian Cyr, CPA
President & Founder
Frequently Asked Questions
Most of our clients have come from other advisors. We are a low-pressure firm that prefers to share information and education. Retirees and soon-to-be retirees often find a 15-Minute Retirement Readiness call a comfortable way to simply chat or ask questions without any obligation or annoying follow-up calls.
At Cyr Financial, every meeting includes your entire Retirement Team — your advisor, your financial planner and your CPA. Every client at Cyr Financial has a retirement plan that is unique to them. For instance, our services and offerings can include a:
- Guaranteed income strategy that fits YOUR timeline.
- Social Security strategy optimized for YOU.
- Customized investment portfolio that’s suitable for YOU.
- Tax strategy that saves YOU the most.
- Roth conversion plan that best suits YOUR timeline.
- Estate plan that meets YOUR wishes.
- Long-term care coverage to match YOUR situation.
- Financial reviews when YOU want them.
- Customized reminders and much more.
Since our beginning in 1999, founders Chris and Jamie Cyr believed financial planning should be holistic. For them, this meant working with a group of experts, managing several critical elements in one unified and choreographed direction. The AIM Retirement System™ is a three-step process (Assess, Implement, Monitor) and is the beginning of your journey to a comfortable and confident retirement. We believe this process is unmatched in its comprehensiveness. Learn more about our AIM Retirement System™ here.
At Cyr Financial, you’ll never hear the words, “You’ll have to speak to your tax advisor.” Our staff of CPAs have over 75 years of combined tax experience. Taxes are an area we specialize in. Roth conversions, tax-loss harvesting, tax-efficient security placement and tax preparation are in the DNA of our firm.
For fluidity and simplicity, we generally prepare our clients’ tax returns. Want to work with your own CPA? No problem! In these cases, we act as the general contractor in your financial life and help direct traffic while working with your CPA.
We believe our industry is fraught with advisors who merely invest your money and do very little else to truly add value. In truth, investing is only a small part of a comprehensive and confident retirement. Our typical client is fully engaged in our AIM Retirement System™, which manages a retiree’s guaranteed income, health care, taxes, Social Security, long-term care, estate planning and investments. Learn more about our AIM Retirement System™ here.
As a fiduciary, we are bound by law to act in our clients’ best interest at all times. For this reason, we do not sell products with commissions. Instead, we charge a percentage of assets managed. Very simply, we only make more money when our clients make more money. We believe in transparency — our clients see their fees very clearly on every statement.
Contact us here and one of our licensed advisors will answer it for you.