ABOUT CYPRESS STRATEGIES

At Cypress Strategies we have been providing services for over 37 years to select clientele focusing in the areas of estate preservation, business succession, executive retention, and asset management planning. Our clients include owners of closely held businesses, highly compensated professionals, and high net worth individuals. We help our clients crystallize their goals and objectives from both a personal and business perspective. Through our knowledge, experience, and unparalleled resources we play the role of “Quarterback” in the planning process. In this role we ensure that all members of the planning team work together towards the common goal of defining, refining and then implementing a sound plan.

In the relationships we maintain with our clients, we help business owners plan for the single, most critically important financial event of their lives--the transition out of their business!

LEARN MORE ABOUT OUR FIRM

Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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