Experience the Difference

At Cyr Financial, we think differently, plan differently and invest differently so you can enjoy retirement differently.

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Experience the Difference

At Cyr Financial, we think differently, plan differently and invest differently so you can enjoy retirement differently.

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.

  • Asset Protection

    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.

  • Tax Focused

    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.

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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.

Attend A Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

September 27
Baby Boomer Dilemma Movie
6:00 pm | AMC Peru Mall 8 3940 IL-251
Peru, IL 61354 United States
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Roth Conversions
Instant Download

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.

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