How We Stand Above
Comprehensive Retirement Planning
As fiduciaries, we are legally obligated to place our client’s best interests ahead of our own, act in good faith and avoid conflicts of interest. Our Retirement 22 is a comprehensive 22-step process which helps ensure all the boxes are checked in your personally tailored plan.
Have confidence and reassurance in your portfolio. Our safety-first approach focuses on providing income while protecting your retirement savings from drastic market downturns and volatility. It’s our job to keep an eye on the market, not yours.
At Cyr Financial, you’ll never hear the words “You’ll have to speak to your tax advisor.” When it comes to dealing with your financial future, tax planning plays a large role in maximizing wealth. Roth conversions, tax-loss harvesting and tax preparation are the pillars of our firm. Our staff of CPAs have over 75 years of combined tax experience.
Get to Know Our Team
Meet the professionals who can help you pursue your goals.
The Retirement 22 RoadMap
Our 22 step process of making sure all boxes are checked before you retire. Giving you confidence and peace of mind.
Roth IRA’s and Downhill Planning
Download this four-page guide that addresses why roth’s have become so compelling and an introduction to “Downhill Planning."
Downhill Planning: The most critical aspect of financial planning, and why it gets overlooked.