Cypress Financial Planning

At Cypress Financial Planning, we understand that every individual's financial journey is unique, with its own set of challenges and opportunities. That's why we're committed to providing personalized financial planning and investment management services that cater to your specific needs and goals. Our team of expertly trained Certified Financial Planner Professionals will work closely with you to create a comprehensive financial plan that adapts to your evolving circumstances, ensuring you stay on track to achieve your objectives.

Our Story

We believe that everyone deserves a clear path to financial freedom, regardless of their age, profession, or financial situation. That's why we founded Cypress Financial Planning, a fee-only, fiduciary financial planning and investment advisory firm dedicated to providing unbiased, comprehensive advice to individuals and families. Our mission is to empower you with the knowledge, tools, and guidance needed to make informed financial decisions, so you can live the life you desire.

Our Approach

Our approach is built on three core principles: fee-only, fiduciary, and personalized. We charge one fee for our services, and we don't earn commissions on financial products. This means we're motivated to act in your best interests, not ours. As fiduciaries, we're legally bound to put your needs first, ensuring you receive objective, unbiased advice. And, because every individual's situation is unique, we'll build and maintain a personalized financial plan tailored to your specific goals, risk tolerance, and circumstances.

Our Services

Our comprehensive financial planning services are designed to help you navigate your unique journey, whether you're a young professional, mid-career professional, soon-to-retire, or already retired. We'll help you:

• Chart your course with a personalized financial plan that maps your journey
• Guide your journey with ongoing financial advice and updates to keep you on track
• Carry your load with investment management services that align with your plan

We also offer specialized services for Lockheed Martin and Siegfried employees, as well as resources and guidance for specific life stages and challenges.