Financial Planning

Your Financial Plan Guides Everything We Do

Your money is not an end in itself.  Instead, your money is the fuel that can help you create the life of your dreams.

That’s why financial planning is central to everything we do at Cypress Private Wealth.

Once your financial plan is in place, it guides everything we do. As your life changes, or obstacles arise, we’ll revise the plan.

This keeps us all focused on the end result (your goals), while providing you a sense of organization and confidence about the future.

Retirement Planning

Retirement today looks quite different for most people than it did just a few decades ago.  You might want to work less and travel more, or maybe you just want to transition to a new venture or consulting practice.  Whatever you do, it will require careful planning to make sure your money can provide you the lifestyle you want to maintain.

At Cypress Private Wealth, we can provide the analysis and financial planning to help you fund your ideal future.  We also have the resources, knowledge and insights required to help guide you through the transition to your retirement life.

Our retirement planning services focus on two aspects of the retirement phase:

  • Preparing for your retirement
  • Helping you live well in retirement

We will help you compare your estimated expenses with your existing expenses and plan your essential and emergency expenses accordingly to help prepare for the transition.  We’ll also work with you to determine your best strategy for generating income, as well as for claiming social security.

With our full-service approach and white glove support, we’ll be there for you to help make sure you’re ready for whatever life brings your way.

Tax and Estate Planning

As a full-service provider, we’ll also spend significant time on both tax and estate planning.  As your wealth grows, these strategies grow in importance.

Tax planning is an integral part of our process, since we always want to be identifying opportunities to save you taxes and earn more tax-efficient returns.  We’ll work closely with your tax professional and also take responsibility for implementation of plans.

Estate planning can help protect your growing assets along with planning for the transfer of your wealth.  We’ll work with you to evaluate options and strategies that meet your needs.  Once you approve a strategy, we’ll work with your attorney to ensure smooth implementation.

Your money is not an end in itself.  Instead, your money is the fuel that can help you create the life of your dreams. That’s why financial planning is central to everything we do at Cypress Private Wealth.

 

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