Skilled Professionals
Understand your situation
The most important work we do is getting to know who you are.
Respect your assets
We listen, learn and build on your existing assets — respecting choices you’ve made.
Protecting Your Financial Roots
Much like protecting the foundation of a tree, this category focuses on safeguarding the assets and provisions that support your financial health across generations.
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Planning
- Medicare
Nurturing Financial Literacy
Symbolizing steady growth and resilience, this category prioritizes strategies that strengthen your financial foundation for life's uncertainties while reinforcing long-term security.
- Holistic Asset Protection
- Income Growth Strategies
- Insurance Solutions
- Tax-Efficient Wealth Solutions
Preserving Family Roots
Planting seeds for future generations is about creating a lasting legacy for your loved ones with thoughtful and structured estate planning alongside your estate attorney.
- Trusts
- Probate
- Estate Planning
- Charitable Giving
- Tax Planning
Harvesting a Secure Retirement
Much like gathering the bounty of a well-tended garden, preparing for retirement involves thoughtful planning and nurturing to help ensure a financially secure future.
- Preparing for Retirement
- Retirement Income Strategies
- Building Sustainable Retirement Solutions
- Investment Growth Plans
Cultivating financial Growth
Symbolizing the nurturing of wealth as one grows plants, this category emphasizes strategies that help your finances flourish and remain resilient over time.
- Wealth Management
- Investments
- IRA/401(k) Rollovers
- Annuities
- Retirement Income Strategies
Discovery
- Assess your current financial situation
- Identify your priorities and concerns
- Present the process
Profile
- Gather information and establish priorities
- Analyze your data
Strategy
- Present the results of your analysis
- Discuss priorities and future steps
Action
- Review your specific recommendations
- Select suitable products and services
- Develop an implementation schedule for products and services
Review
- Review your implementation schedule
- Analyze your review checklist
- Assess necessary changes or enhancements
Someone You Can Trust
At Cypress Financial, we take pride in delivering financial solutions that extend beyond traditional wealth management. We work with our clients to address the full spectrum of their financial needs. Our insight, alongside Equitable Advisors industry-leading resources, delivers comprehensive wealth management, retirement planning, estate planning strategies, and corporate plan design. We adopt a holistic planning process, integrating wealth-building strategies with essential safeguards to help ensure your long-term security and allow you to find peace of mind. By focusing on your unique financial objectives, we provide tailored guidance that equips you to achieve your goals while confidently navigating life's complexities.
Our strength lies in our collaborative spirit, where a team of dedicated professionals works in harmony to deliver exceptional service and insights. By fostering open communication and leveraging diverse experience, you benefit from a well-rounded perspective and a unified approach to your financial success.
Working in alliance with Equitable Advisors, together we put our experience to work to earn your trust. Our financial Education. Our innovative solutions. Our abiding commitment to know you and guide you.
Wherever you are on your journey and whatever financial well-being means to you, we meet you where you are with advice and strategies tailored to you.
Cypress Financial Consultants has been going strong as a financial services firm since 1980, with a group of twenty talented financial consultants that work as a team to make sure our clients' financial security needs are being met.