Cypress Strategies serves affluent families as well as family-owned and controlled companies throughout the United States. Together with our support staff and our clients' advisors we create a synergy of talent, education, and resources; providing a dynamic team approach in creating innovative and efficient planning solutions.
Cypress Strategies is committed to helping clients achieve clarity in their legacy, succession, and life insurance planning. We pride ourselves on asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and taking responsibility for their implementation and execution.
Cypress Strategies is committed to helping clients achieve clarity in their legacy, succession, and life insurance planning. We pride ourselves on asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and taking responsibility for their implementation and execution.
Services
Proprietary Pricing: Through our relationship with M Financial, we have access to products that are often less expensive than off-the-shelf products sold through other agents and brokers. Large Case Experience: We are one of the few firms in the country with experience in managing the process of assembling large life insurance portfolios (over $50 million).
If business succession planning were unemotional it would be easy. But as you might expect, whenever the "Three F's" - families, feelings, and finances - are involved, emotions can run high and the planning can be difficult as agendas are diverse. The senior generation typically wants to be financially secure, remain in charge and preserve what they've built over their lifetime.
At Cypress Strategies, we are a caring and motivated team of professionals who are driven to serve you and your family's very best interests, all while being sensitive to the emotional and psychological layers that are often entwined within a client's estate plan. We are exceptionally skilled at navigating difficult and sometimes emotionally charged issues to arrive at a strategically sound solution for you, your family, and your company.
The life insurance industry has almost certainly changed since you bought your last policy. New products have been developed and prices are falling, yet many policies are still underperforming. Cypress Strategies provides an objective, fiduciary quality assessment of your life insurance portfolio. We will help you determine if your insurance still meets your specific planning needs and whether your products are still competitively priced.
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