Financial consultant, Insurance agents, nec
Cy Financial
SpecialtiesWe 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 for helping achieve their short- and long-term goals. Cy Financial is an independent insurance and investment firm based in Overland Park, KS. We specialize in providing an exceptional level of detailed attention to all of our clients by offering highly personalized services. Cy Financial specializes in offering financial advisory services, including IRA and 401(k) rollovers, Roth IRAs, life insurance and long-term care insurance. We work hand-in-hand with clients to help investors meet their financial goals. Before we make recommendations, we first need to fully understand your needs and objectives. To accomplish this we utilize our S.W.A.N. technique. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing