How We Stand Above
We’re an independent Registered Investment Advisor
specializing in retirement and income planning.
When it comes to your assets and investments, we always put your best interests first, not our own. What’s more, we never charge a commission or receive any compensation for placing our clients in an investment.
Retirement 22 Roadmap.
Our complete 22 step process is aimed squarely at helping you work toward meeting your financial needs through guaranteed income, investments, Social Security, tax planning and much more.
We’re more than advisors.
We’re a Certified Public Accountant (CPA) firm and can help you with Roth conversions as well as a host of other tax, accounting and bookkeeping needs. Words you’ll never hear at Cyr Financial: “You’ll have to speak to your financial advisor.”
We offer nationally recognized trademarked investment strategies.
"Our Dynamax™ series of strategies was selected as a finalist for strategy of the year by the National Association of Active Investment Managers (NAAIM)." Our plans are aimed at reducing risk and stopping losses to help you protect your nest egg.
Performance Fee Option.
At Cyr Financial, we are so confident of our strategies in both good and bad markets, that we offer clients a performance-based fee option. Very simply, this means clients do not pay a fee unless they make money. With the performance fee option, the client does not pay a fee unless their portfolio goes up in value – full stop. How’s that for confidence!
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.
Attend A Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
LaSalle, IL 61301 United States
Peru, IL 61354 United States
Oglesby, IL 61348 United States
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.