Your Partner For Retirement, Your Partner For Life
We started Cyr Financial in 1999 from our home office with a big vision: to provide holistic financial advice and services that genuinely help people. As a registered investment adviser and CPA firm, we take our fiduciary duty to our clients very seriously.
Our goal was to provide unbiased advice, so we became an independent, fee-based financial advisory firm.
This means we don’t sell financial products to third parties that pay us commissions. We focus on creating financial plans and investment strategies that work best for your retirement.
The CPA Difference
Another unique feature of Cyr Financial is that we are also a full-service CPA firm. It’s in our DNA. Six words you will never hear from us “You’ll need to ask your CPA.”
But why should that matter to you?
At Cyr Financial, you get the best of both worlds: high-quality financial planning and wealth management from a team that includes CPAs, CFA, and CFP® professionals. This allows us to ensure your investments and tax planning work together seamlessly so every decision benefits your long-term goals and future tax situation before and after retirement.
Managing your finances becomes more straightforward and efficient when all the advice you need is under one roof. We handle your taxes and know your income bracket, ensuring your investment strategy fits your current and future tax situations.
- Managing your overall tax reduction strategy
- Preparing your taxes*
- Roth conversion strategy
- Reducing RMD’s & Medicare Part B premiums
Don’t Just Take Heart — Take AIM!
What Does Financial Independence Mean to You?
Everyone has their idea of financial independence.
That’s why we take the time to really understand your specific circumstances, timelines, and goals. Using a holistic approach, we assess your current financial situation by examining your assets, income, investments, tax bracket, estate plan, Social Security, and insurance that minimizes financial risks.
You need a financial advocate who is always looking after your best interests.
That is exactly what you get when you partner with Cyr Financial.
15 Minute Retirement Q&A...About Whatever's on Your Mind!
It all starts with a conversation.