Retirement Financial Advisor Near Me | Financial Planning and Wealth Management
Our Passion—Your Improved Life Financial Outcomes
Welcome to our website. Our vision is all about positively influencing life's financial outcomes. We provide a wealth of experience in an independent, private, consultative firm, at a level of expertise often only found in a large, impersonal institutional company. As Accredited Investment Fiduciary® designees, we are invigorated each day, translating industry-leading practices, processes, and techniques into improved probabilities for financial and investment success.
Our decades of planning and investment asset experience for individuals, married couples, physicians, families, foundations, trusts, and company retirement plans set us apart. Specializing in retirement, financial planning, investment tax, and retirement plans, we are ever attentive to clients' needs and goals. We customize investment portfolios according to unique business, life, and estate goals, using a thoughtful integrated financial planning approach. We allow you to focus your time on you, your business, your family and to leave the details of investments to us. You have worked hard for your retirement savings and deserve a licensed financial planner, also certified for investments after retirement.
David Cyrs, BA, MS, CERTIFIED FINANCIAL PLANNER™, Certified Retirement Counselor®, Accredited Investment Fiduciary®
Do You Know How Much Risk Is in Your Portfolio?
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5-minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge on understanding risk.
Five-Year Five Star Professional Award Recipient
2019 • 2018 • 2017 • 2016 • 2014
Appearance in the November 2019 issue of Chicago magazine,
the December 12, 2018, issue of Forbes Magazine, and
the December 19, 2018, issue of Wall Street Journal Magazine.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 5,430 award candidates in the Chicago area were considered for the Five Star Wealth Manager award. 429 (8 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.