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Schedule a Free Financial Consultation

November 2018
By Chris Risenmay, CFP®

Cypress WS 

Many of us today live full lives. Our families and careers require much of our attention, and by the time we find a free moment, we hardly feel like turning to our to-do lists. But there is one to-do that shouldn’t be ignored, and that’s creating a plan for your money.

At Cypress Wealth Services, we know you care about your finances, but we also understand how complicated and overwhelming they can be. That’s why we do everything we can to make financial planning as simple and convenient as possible so you can be confident that your finances are taken care of and on the right track. Here’s how a free financial consultation can transform your financial life.

How A Financial Consultation Can Help

A free financial consultation can make a world of difference in your life, especially if you’ve ever found yourself asking these questions:

  • Will my retirement plan successfully carry me through retirement?
  • What are my best options for putting my kids or grandkids through college?
  • What is the best way to transition my wealth to future generations?
  • How can I maximize my retirement plan while minimizing my tax burden?
  • How can I get the most from my insurance and benefits plan?

You have a unique life, unique circumstances, and unique goals. You deserve a unique financial strategy to go with it.

What To Expect

In your complimentary consultation, we will take the time to learn about your values, goals, and objectives. We’ll ask questions about how you envision your retirement, what financial issues are causing you stress, and what investment concerns you have. After we get to know you, we will put together a plan designed to help you pursue the retirement you desire. Once we have had a chance to put together a plan, we will invite you back to go over the plan and answer any questions you may have. If and when you are comfortable with our thoughts and recommendations, you can decide to become our client and we will implement your plan.

At Cypress Wealth Services, we believe that knowledge is power. We want to empower you to make sound decisions that will help you pursue your goals and plan for your ideal retirement. Through a customized approach, we work with you to create plans that address every aspect of your financial life, goals, and dreams. 

Through this process, our goal is to bring clarity and confidence to your financial life. To make this a reality, we provide specific resources that aim to simplify the complicated by providing you with easy-to-understand tools to help you organize your finances, plan effectively for the future, and invest your money efficiently.

Make Your Financial Future A Priority

Don’t put your peace of mind off any longer. Take a minute and make the security of a well-planned financial future your priority! To get more information about our free financial consultation or to schedule a time to meet, call our office at 866.888.6563 or contact one of our offices online today!

About Cypress Wealth Services

Cypress Wealth Services (CWS) is an independent Registered Investment Advisory (RIA) firm that provides proactive financial advice and investment management for high-net-worth families, business owners, and institutions. Cypress Wealth Services comprises professionals with diverse backgrounds and extensive experience, qualifications and is uniquely qualified to serve a broad range of client needs. CWS’s experience and expertise have been the foundation for their proactive client service process and client Standard of Care. CWS’s multi-generational approach focuses on efficiently protecting and growing wealth while providing proactive financial advice as a client moves through each new stage of life. With offices in Palm Desert, CA, and Anchorage, AK, the firm serves clients across the country. For more information, visit or call 760.834.7250.