Retirement Planning Process


Protection, Security & Peace of Mind

The focus in our relationships.

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Personal & Independent.

Why independence matters.

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Our Passion is your success.

Your Values, Your Goals, Your Dreams.

Our Philosophy


Individualized & Personalized Solutions.

Services & Solutions

Our retirement planning journey

Our holistic approach

  • Estimating duration of retirement assets
  • Identifying and managing retirement risks
  • Assessing all sources of assets and potential income
  • Identifying distribution, tax and estate issues, and opportunities
  • Developing the best social security retirement income strategy
  • Identifying options for addressing income gaps
  • Converting resources into income and cash flow by year
  • Monitoring, maintaining, and updating your retirement investment plan
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Considerations for retirement include

Retirement vehicles

  •  Qualified employer-sponsored defined contribution plans 
  • Individual retirement accounts (IRAs)
  • Personal savings
  • Executive deferral plans
  • Social security
  • Pension-defined benefit plans
  • Annuities
  • Brokerage accounts 
  • Health savings accounts (HSAs)

Corporate and Business  

With more than 25 years of experience with several of Northern Illinois's largest employers and plan sponsors, covering thousands of lives, we deliver expertise and experience rarely found in the region. As pioneers in plan sponsor fiduciary education, we have decades of prudent investment practices, structuring investments best suited to participants. We know how to structure plans for improved employer outcomes that provide expert support to plan fiduciaries. Our plan design expertise is highly valued by our corporate clients. Find additional information here.

  • Plan selection and design
  • Vendor RFP service
  • Employee communications
  • Fiduciary support
  • Investment selection and monitoring
  • Fee analysis
  • Increasing opportunities for successful plan outcomes
     

Cyrs Wealth Advisors is neither endorsed by nor affiliated with the Illinois State Retirement System or the state of Illinois.