Financial Services

We’re here to help you feel confident in your financial future.

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.

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More on Our Services

We offer complete financial planning, including services for retirement, investments, insurance and accounting.

Income Planning

Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.

Income Planning

  • Retirement income strategies
  • IRA and 401(k) rollovers
  • Social Security planning

Tax 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 Planning

  • Tax-efficient strategies
  • Tax-loss harvesting
  • Complete tax planning and preparation

Insurance Planning

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.

Insurance Planning

  • Long-term care strategies
  • Life insurance
  • Auto and home insurance
  • Health insurance

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.

Or give us a call at (815) 925-7501.

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