Ideal Retirement Solutions

Corey Cyr

Corey CyrIdeal Retirement Solutions was founded as a local boutique firm with a holistic approach to financial planning.

Our primary focus is serving pre-retirees and retirees in crafting an individualized plan to maximize their retirement years.

Some key planning topics include retirement distribution, guaranteed income, tax-free strategies, social security, life insurance, and long-term care.

Additionally, we are passionate about financial education and providing adult continuing education to the communities we serve.

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Service Area

Charlotte, Sarasota, Manatee, Lee, Collier, DeSoto counties in Southwest Florida.

Contact Us

Ideal Retirement Solutions

Corey Cyr
Ideal Retirement Solutions

(941) 875-8052

1777 Tamiami Trail Ste 101
Port Charlotte, FL 33948


Client Testimonials

These two have been instrumental in my life not only as friends but as financial advisors. I am proud of the accomplishments they have obtained and am excited for this next step in their lives. Ideal Retirement Solutions is my one stop shop for life planning.

- Chris H.

Corey is a true professional and is very good at what he does. He explains all options and makes sure you understand them. He truly cares about his clients.

- Jason T.

Corey is professional, generous, and passionate about helping families and businesses develop the right financial strategy for their personal need!.

- Angela C.