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.
Don’t Just Take Heart — Take AIM!
Using our comprehensive and carefully crafted AIM Retirement System™, we evaluate and address each essential area of financial planning — income, investments, health care, taxes, Social Security, long-term care and estate planning — to help you confidently and comfortably pursue your goals.
We believe rewarding retirements require a group of qualified and experienced professionals who can manage multiple elements and provide choreographed direction. That’s why every meeting at Cyr Financial includes a financial advisor, financial planner and CPA.
So, if you’re ready to charge ahead, we’re ready to help you AIM for new horizons and milestones in three proven steps:
Assess your goals and situation
Implement a custom strategy
Monitor your plan to ensure it continues meeting your needs
Comprehensive Services.
Confident Retirements.
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.
• 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-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.
• Long-term care strategies
• Life insurance
• Auto and home insurance
• Health insurance