The Path to Retirement Isn’t Always a Straight Line
Our free assessment can help chart your course for a successful retirement.
Your Partner for Retirement… Your Partner for Life™
Think how hard you’ve worked hard to achieve your success. Don’t settle for a one-size-fits-all retirement plan.
Choosing the right wealth advisor is pivotal to safeguarding your financial future.
With Cyr Financial, you get the best of both worlds: we are a Registered Investment Advisor and a CPA firm, which allows us to provide you with highly customized, tax-efficient, and objective advice.
As Seen On
Our Trademarked Retirement System
Since 1999, Cyr Financial Wealth Advisors has helped families achieve a straightforward and stress-free retirement. Our proven AIM Retirement System™ is a complex planning solution that puts you in the driver’s seat toward pursuing a comprehensive and confident retirement.
Given today’s extended life expectancies, your retirement could last 30 years or more. So, your dollars need to work for you, not against you.
With the AIM Retirement System™, retirement planning becomes straightforward and stress-free. This three-step solution puts you in the driver’s seat toward pursuing financial independence during retirement.
Take our complimentary AIM Retirement Assessment to get an idea of what real retirement might look like for you and see if you’re on the right path to a secure retirement.
Who We Work With
We are retirement specialists. We work with individuals, families and business owners who are retired or nearing retirement.
We provide tailored, comprehensive retirement solutions, best suited for those who have diligently saved $1 million or more in retirement savings.
Retirees
Live Retirement on Your Terms
Successfully Employed, Nearing Retirement
How Cyr Financial Helps
Financial & Retirement Planning for Business Owners
Don't Leave Your Future to Chance
Complimentary eBook:
Questions to Ask a Financial Advisor
Choosing a financial advisor may be the single most important retirement planning decision you make.
Don’t Take Our Word…
Hear What Our Clients Say About Working With Us
“I felt like I am in good hands with Cyr Financial. I look forward to doing business with them for many years to come.”
Chad E
“The team is great to work with and very accommodating and explain everything very well and not over my head.”
Vicki G
“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.”
John R
“Thank you for the update on the next quarter! I really like that you communicate with your clients, with updates like this and your podcasts. With the other “financial advisors” I have not had this in the past. Just want to send a Very Much Appreciated “Thank you” to you and your excellent staff!!”
Scott & Connie L
“The team is great to work with and very accommodating and explain everything very well and not over my head.”
Jim W
“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.”
John R
“And thank you for easing us into this transition – the peace of mind we have experienced is in stark contrast to the anxiety and uncertainty we were feeling before.”
Jeff & Nancy B
Ray J
“I feel comfortable and taken care of. The team is prepared and knowledgeable. I let go of worrying!”
Jenna E
“We felt comfortable with your team right from the start. Your honesty and professionalism were what we were looking for in planning our future retirement”
Ron and Brenda W
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.
One great podcast….
two easy ways to experience it
Join Christian and our retirement specialists, as they take you on a journey through essential retirement topics. We cover it all, from Retirement Planning and Investments to Social Security, Estate Planning, Tax Reduction Strategies, and much more. Tune in for practical insights and wisdom; presented in a way that only Christian can deliver.
Frequently Asked Questions
> What if I already have an advisor and just want a second look or to ask a question?
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 our complimentary AIM Retirement Assessment or our 15-Minute Retirement Q&A Conversation comfortable methods to simply chat or ask questions without any obligation or annoying follow-up calls.
> How do you tailor financial advice to my specific situation?
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.
> How does the AIM Retirement System™ process work?
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.
> Do you assist with tax planning and optimization?
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.
> What services do you offer besides investment management?
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.
> How do you charge for your services?
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. Here is more information about Our Fees.
> Have other questions?
Contact us here and one of our licensed advisors will answer it for you.
What does true financial success mean to you?
Let us help you build a customized retirement plan that protects your wealth while identifying opportunities for the wealth you deserve
