CY Financial Advice is an advisory firm specializing in retirement planning for those in or nearing retirement. 

While many retirement planners work for banks and are rewarded for selling the bank’s products, we are an independent firm that work for you instead of the bank.

We know that your experience with retirement planning may not have been good so far, or you may have done little to none. We understand—it can be time-consuming, confusing and expensive. We listened to what people liked and what they didn’t and we came up with new ways of working that make people happy.

Instead of focusing on selling you products, we get straight down to the job of answering the most important questions, like...

•	When can you afford to retire? 
•	How can we reduce your risk? 
•	How long will your funds last? 

Answering these questions first will help you make smart decisions about your money.

If you think we could help you with your retirement planning, get in touch with us.

CY Financial Advice

Org chart

Teams

Offices

CY Financial Advice

Org chart

Teams

Offices

Related companies