Our Services

INVESTMENT MANAGEMENT

We use our understanding of your financial situation to build a custom strategy and investment portfolio for you, being extremely mindful of your future needs as well as your risk tolerance. As an independent firm without any broker-dealer or fund family affiliation, we can offer you completely objective investment management to help you achieve your goals.

We provide guidance in the following areas:

  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Equities
  • Fixed Income
  • Alternative Investments
  • Annuities
  • Banking Services
  • Education Saving

FINANCIAL PLANNING

Retirement Planning

If you are like most people, you want to enjoy retirement without worrying about running out of money. Let us do the hard work. If you are currently saving for retirement or if you want to get started, we can help you prioritize your goals and develop an investment strategy that seeks to minimize taxes and maximize your growth potential. As you approach retirement, or if you’re already retired, we can help you implement strategies that ensure your savings last as long as you do. We can help you with the following:
  • 401(k), 403(b), IRA Rollovers, SIMPLE IRAs, SEP IRAs, DROP, Pensions, TRSL
  • Traditional and Roth IRAs
  • Social Security
  • Fixed and Variable Annuities

Estate Planning

If part of your retirement plan involves leaving money to your friends and/or family after you pass, we can help. We will work alongside your attorney and tax professional to enure that the transferal of your estate is carried out according to your wishes and if desired, managed with your beneficiary’s needs in mind.

Business Solutions

If you own or operate a business, we can help bring value to you and your employees without making things complicated. We can work with you to implement tax-saving strategies, retirement plans, business succession solutions, and more, all tailored to your business.
  • Retirement Plans: 401(k), SEP-IRA, Simple IRA
  • Buy-Sell Agreement Insurance
  • Key Man/Woman Insurance
  • Financial Seminars for Employees
  • One-on-one Meetings with Employees and their families

RISK MANAGEMENT

Life is full of surprises. We want you to be ready. You can’t always prevent loss of a job, loss of good health, loss of a loved one, or loss of income potential. However, these events don’t have to derail your financial plan. That is why we will help you with the following risk management solutions:
  • Disability Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Long Term Care Insurance
Disclaimer: Only advisers with required state insurance licenses will be able to provide you with these insurance products. These agents may receive commissions from the sale of insurance products, and this commission is separate from the advisory fee earned by the adviser through Blue Cypress Wealth Management, LLC. If any insurance recommendations are made as part of your financial plan, you are under no obligation to follow such recommendations.