In our eyes, every client deserves to have their needs put first and solutions offered according to those needs. We'll help you understand these options and work with you to decide just how they may impact the specific financial goals you have for your hard-earned assets. Our relationship with you is based upon full disclosure of all relevant information, transparency and the mutual alignment of interests.
We start with an assessment of your feelings regarding risk and then design a plan that fits using reasonable and agreed upon expectations as a basis. Whether it be income, accumulation or a combination of both, Cy Financial will work with you to customize a plan we can follow which includes our continual advice along the way.
Fiduciary vs. Suitability: Those two words and their meaning is critical when understanding the motivation behind the person offering you financial instruments and advice. Recognizing the difference between Fiduciary and Suitability standards may help you appreciate the level of care you receive from a trusted financial advisor.
Cy Financial is a Fiduciary and believes the fiduciary model of disclosure and transparency is in the "best interests of the client". Commissions and incentives paid by Mutual Fund companies back to the broker-dealer can create conflicts-of-interest between the investor's requirements and the motives of the broker... this includes what is also known as "proprietary" products.
Why should you care? Every day financial products are sold for a commission and include internal costs and fees which are difficult to find and define. Your total return may therefore be reduced by the value of these hidden costs.
Cy Financial will build for you a comprehensive financial plan we refer to as your "Fiscal House". We begin with "foundation funds" ... these are the funds you simply cannot afford to lose. We then move on to put in place monies that will combat the effects of inflation and preserve your "purchasing power". We believe that the Managed Money portfolios we have available fit this portion of your design extremely well and we'll show you just how they can potentially benefit your overall plan moving forward.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 913.322.3500 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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 through AE Wealth Management, LLC, an SEC Registered Investment Advisor.
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.