Call Us Call Us

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 work toward their financial goals through the thoughtful and responsible use of insurance and investment based products.

Watch Our Story

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

Retire With Confidence

Click one of the buttons below to see how we can help you:

Managed Money

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

Learn More

Wealth Management

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

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

Have you received an invitation to
one of our Informational 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.

Register for an event

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 work toward their short and long-term goals.

Learn More about us
Take a Virtual Office Tour!

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Cy Financial Wealth Management are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Mike Cajthaml or Cy Financial is stated or implied.

“Advisor of the Year” is an annual award given by Senior Market Advisor magazine. Nominees must meet certain criteria relative to experience, sales volume, background check and community involvement. The winner is chosen by editors of Senior Market Advisor who are not clients of Mike Cajthaml or Cy Financial. The award is not representative of any one client’s experience and is not indicative of future performance.

AW06172988