At Cypress, it is our goal to build a true partnership with our clients. We aim to create and maintain a "high-touch" relationship, to ensure that we are always working together toward common goals. There is no one-size-fits-all approach at Cypress; each plan is unique and different. Cypress is an independent company with no formal affiliations or partnerships with larger Wall Street institutions.
We do not sell any investment products or insurance products-our only responsibility is to our clients, and we serve them exclusively, free from conflicts of interest. We utilize a "fee-only" approach because we believe it helps us to maintain goals that are aligned with those of our clients. We take no commissions, avoiding bias, and we earn our living solely by giving advice.
We do not sell any investment products or insurance products-our only responsibility is to our clients, and we serve them exclusively, free from conflicts of interest. We utilize a "fee-only" approach because we believe it helps us to maintain goals that are aligned with those of our clients. We take no commissions, avoiding bias, and we earn our living solely by giving advice.
Services
Your individualized Cypress Financial Plan is designed to grow and adapt to your ever-changing life circumstances. We partner with clients to determine where they are, where they would like to go, and to identify potential vulnerabilities, providing immediate recommendations to help bridge the gaps.
At Cypress, we know that nobody plans to fail financially-they simply fail to plan. As a result, 88% of Americans are worried about maintaining a comfortable standard of living in their retirement years. By studying all aspects of a client's financial situation, we aim to make that comfort a reality.
At Cypress, we recognize the diligence and hard work required to build a nest egg over a career. We do not take for granted the trust our clients place in us when crafting their investment portfolio. Our investment philosophy builds on years of first-hand industry experience and strategies that have weathered all types of market conditions.
All Cypress clients receive access to a unique financial website, allowing them to better manage their entire financial picture, from budgeting to investment monitoring. The ability to easily monitor all financial accounts in one secure place helps keep clients on track with their comprehensive financial plan.
Designing and managing retirement plans is a complicated task. Plan fiduciaries - including owners, controllers, CFOs, and human resources managers - often lack the time and staff to fully maximize their plan as a benefit for participants. From large corporate retirement plans to small company SEP IRAs, the analyses, tasks, and decisions require expertise and commitment.
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