We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

Since 1986, Cy Financial has been working to help clients meet their financial goals through the thoughtful and responsible use of insurance and investment based products.

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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Retire With Confidence

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Managed Money

In our eyes, every client deserves to have their needs put first and solutions offered according to those needs.

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Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

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Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Social Security Maximization

While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.

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Have you received an invitation to
one of our Educational Workshops?

The Retirement “Journey” could be the longest vacation of your life. Please allow us to share with you ways to enjoy your hard earned dollars by attending an upcoming complimentary dinner seminar.

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Meet The Team

We have been offering retirement guidance and solutions for more than a quarter century using an objective, process-driven approach. We work closely with clients to customize, implement and manage comprehensive retirement strategies to help them achieve their short and long-term goals.

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Privacy Policy | Terms of Use

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Global Financial Private Capital, LLC has no affiliation with the website represented. Global Financial Private Capital, LLC is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital, LLC. Mike “Cy” Cajthaml, Sr. is an Investment Advisor Representative with Global Financial Private Capital, LLC. Cy Financial, LLC assists retirees and pre-retirees in the creation of strategies that include the use of both investment and insurance based products. Cy Financial, LLC and its advisors do not render tax, legal, or accounting advice.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.