Effective estate management enables you to manage your affairs during your lifetime and control how your wealth is distributed after death. Utilizing LPL Financials vast resources, Cyr/Woertz Financial Group can develop a plan that manages your assets during life and distributes them appropriately at death. Common estate planning issues addressed in the financial planning process include:

  • The transfer of wealth
  • The management of transfer taxes
  • Asset preservation
  • Charitable giving

Other estate planning resources we have available include:

  • Donor Advised Funds
  • Trust strategies
  • Tax efficient strategies

Cyr/Woertz Financial Group does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

FINANCIAL INDEPENDENCE. THIS IS AN EMOTION THAT CAN COME FROM HAVING A SOUND FINANCIAL PLAN AND CLEAR INVESTMENT PATH TO A CONFIDENT RETIREMENT.

Our Mission
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.
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