Our Passion- Your Improved Life Financial Outcomes
Welcome to our website. We provide a wealth of experience in an independent private consultative firm, at a level of expertise often only found in a large impersonal institutional firm. As Accredited Investment Fiduciary® Designees, we are invigorated each day translating service into improved financial outcomes and probabilities for financial success. We feel there isn't a more satistying job in the world than positively changing people's financial lives and retirement outcomes.
Providing individuals, families, foundations, trusts, and company retirement plans with customized asset and wealth management solutions, our attention to detail and personalized service sets us apart from other advisors and larger institutions. Specializing in retirement, financial planning, tax management, and retirement plans, we are ever attentive to clients' financial affairs. We manage customized investment portfolios according to unique life circumstances and future objectives, using an integrated personal planning approach. We emphasize planning in all our investment, retirement, tax management, asset protection, and risk management engagements. We allow you to focus on your business, recreation, or family life, to the fullest. Clients often refer to us as much more than their trusted investment advisor, whether it be their personal financial engineer or financial bodyguard. We listen and think critically. Our retention rate demonstrates our success in excelling in client success.
David Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, CERTIFIED RETIREMENT COUNSELOR©, Accredited Investment Fiduciary©