Your Dreams Matter
At Cyr Financial Wealth Advisors, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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.
More on Our Services
We offer complete financial planning, including services for retirement, investments, insurance and accounting.
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
- Retirement income strategies
- IRA and 401(k) rollovers
- Social Security planning
We’re not just financial advisors, we’re also CPAs. We'll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.
- Tax-efficient strategies
- Tax-loss harvesting
- Complete tax planning and preparation
We'll look at Medicare Parts A, B and D, as well as long-term care options, to address rising health care costs. We work with more than 20 insurance carriers to help protect you and your family from unnecessary risk.
- Long-term care strategies
- Life insurance
- Auto and home insurance
- Health insurance