Retirement Planning Process

Our retirement planning journey

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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 retirment investment plan
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Considerations for retirement include

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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.