With 70 years of combined experience, the Cyr/Woertz Financial Group strives to help investors reach all of their financial objectives. Located in Peoria Illinois, we help our clients develop a plan using a total wealth management approach. Each area is important individually, but managing them collectively is one of the many important aspects that can factor into your overall financial success. Our team’s approach to investing is designed to help you understand asset allocation, reduce your exposure to taxes, examine your risk exposures and provide a plan to successfully transfer your wealth to your children.
FINANCIAL INDEPENDENCE. THIS IS AN EMOTION THAT CAN COME FROM HAVING A SOUND FINANCIAL PLAN AND CLEAR INVESTMENT PATH TO A CONFIDENT RETIREMENT.