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.


Request Help or Information by filling out the form below

Name*:
Mailing Address:
City*:
State:
Zip:
Email*:
Phone*:
Please enter
your questions, requests
or comments:
  We strive to prevent spam.
Please answer the question below to show that
this is a legitimate request.
What is 2 + 2?*:
Required = *
  We respect your privacy. Your information will not
be given / sold to any other entity.
 

Service Area

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

Contact Us


Ideal Retirement Solutions

Corey Cyr
Ideal Retirement Solutions

Phone:
(941) 875-8052

1777 Tamiami Trail Ste 101
Port Charlotte, FL 33948

Email: Corey@idealretirementsolutions.com
Web: idealretirementsolutions.com

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.