Cy Financial is a fiduciary. We are an independent financial services firm based in Overland Park, KS but are licensed in IL, MO, MN, Ml, FL, AZ and TN as well. We specialize in providing an exceptional level of detailed attention to all of our clients by offering highly-personalized services. Cy Financial's mission is to help clients develop comprehensive financial plans that will provide the basis for a secure retirement. We are concerned about our clients' overall financial well- being, with an emphasis on their plan for retirement.
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.
Cy Financial specializes in offering financial advisory services, including Managed-Money Portfolios, 401(k) and IRA rollovers, Roth IRAs, Life Insurance, Long-Term Care Insurance and Asset Protection. We work hand-in-hand with clients, striving to ensure that during retirement, the clients' income stream will be an asset they can count on.
Mike “Cy” Cajthaml, Sr. is a retirement planning specialist and the president of Cy Financial. He has 30 years’ experience in the financial services industry. He is a fiduciary and his first priority is ensuring his clients’ best interest.
Mike "Cy" Cajthaml, Sr. is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®). He is a Life Underwriter's Training Council Fellow and is a member of the National Ethics Association (NEA) and Better Business Bureau (BBB). He holds his Series 6 and 63 Securities licenses, along with life & health, property & casualty and variable contracts-licenses.
In addition to working directly with clients, Mike has been an active speaker and trainer for agents across the nation, being named Million Dollar Round Table (MDRT) - Court of the Table qualifier numerous times and listed in "Who's Who in the Midwest" and "Who's Who in Industry and Finance." In 2007, Mr. Cajthaml was featured on the cover of Senior Market Advisor magazine as one of five finalists for Advisor of the Year. He has been quoted in the Wall Street Journal, Kiplinger, Leawood & Johnson County Lifestyle Magazine, National Underwriter magazine, as well as the Northwest Herald Newspaper in McHenry County, IL.
Mike and his wife of 37 years, Debbie, reside in Overland Park, KS. They have a son, Mike Jr.; daughter-in-law, Ashley; and grandson, Cameron.
Mike "Cy" Cajthaml, Jr., known as "Junior" by most, is a financial professional at Cy Financial. Mike holds a bachelor's degree in marketing and advertising from Marquette University, and recently obtained his Series 65 license. In 2007, he began his career in the retirement services industry working with his father and then at a large, national insurance marketing organization. His experience there provided him with the solutions and knowledge in the advanced markets area to tackle tough client problems.
Now, Mike works alongside his father helping ensure clients' objectives are met in retirement. Mike Sr., his father, a veteran in the industry, mentored Mike and gave him added experience in financial services that is now allowing him to help families prepare for retirement. Mike makes this commitment to his clients: "I will always work my hardest to find the right solutions that fit my clients' needs and benefit them the most."
In his free time, Junior enjoys spending time with his wife, Ashley, his son, Cameron and their dog, Stella. Mike loves to play golf and visit his friends and family in Chicago.
Jason Westover is an independent financial professional and the newest member of the Cy Financial family. He brings a wealth of experience to our firm and a passion helping you, our wonderful friends and families, to create financial security.
Since 2002, Jason has worked for two of the world’s major insurance companies and for one of the largest national wholesalers. As a sought-after speaker, He also spent time educating agents on retirement planning and strategies.
Jason enjoys helping his clients to understand “what’s possible” financially and then creating a customized plan to meet the specific needs of each client.
He enjoys spending time with his fiancée, Jocelyn, and their three children, Kendall, Calem and Scout. He also loves sporting events, cooking for and entertaining family and friends, and traveling.
Cy Financial Wealth Management is an independent financial services firm helping clients create very specific retirement plans using a variety of strategies custom suited to their individual needs and objectives.
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.