Cypress Financial Planning is an independent, fee-only financial planning firm dedicated to helping families build a sustainable financial future. Fee-only simply means that you pay us for our services; this allows us to focus on the process of financial planning instead of commissions from financial product sales. As a Registered Investment Advisor, we are a fiduciary, committed to providing unbiased advice that is in your best interest.

One of the greatest strengths of Cypress Financial Planning is our comprehensive approach to accomplishing our clients’ goals.  Many financial professionals focus only on investment or insurance products.  Cypress starts with a detailed investigation of the current and future life goals and customizes a strategy to meet those needs.

At the core of our firm is a dedication to exceptional client service.  We constantly push the envelope to ensure that valuable advice is being delivered and that our recommendations are executed.  Our clients feel safe and trust that we are monitoring their investments and overall personal situation as well as macroeconomic changes so they can live life to the fullest.

Every year, numerous changes affect the financial services industry, ranging from tax and estate laws, to investment products, to insurance products, to the overall economic environment.  Cypress has a very strong ability to keep abreast of these changes by attending industry conferences, maintaining a strong network of contacts with lawyers, accountants, and other financial advisors, studying financial journals and periodicals, and staying immersed in current economic news.