What We Do
You have spent decades acquiring and growing the assets you need for a secure, comfortable retirement.
After watching a family member lose nearly 50% of their retirement savings due to poor financial advice, our founder knew there had to be a better way to protect people’s retirement nest eggs. That’s why we formed Cyr Financial. As fiduciaries, we’re committed to always doing what’s best for you.
By combining our CPA expertise with financial planning and investment management, we can help you create a smart retirement plan that addresses your financial needs and concerns by combining retirement, tax, investments, and insurance planning.
AIM Retirement System™
Our trademarked 3-step retirement process, designed to give more clarity and confidence in their retirement. Proven. Comprehensive.
Holistic Financial Planning
Retirement plans work more effectively and efficiently when the parts are managed together in a coordinated fashion. The whole is thus regarded as greater than the sum of its parts.
Tax Planning
Five words you’ll never hear at Cyr Financial… “Speak to your Tax Advisor”. Because we’re CPA’s and we are your tax advisor!
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