Financial Checkup with Cy Hess

Cy simplifies the complicated world of retirement plans for leaders of organizations and their employees. Having spent his entire career in the retirement industry, he has found the best way to empower clients is through education. 

He has earned the right to use the Chartered Financial Analyst designation and is also an Accredited Investment Fiduciary. He is a member of the Hartford CFA Society and sits on the Board of Community Health Resources, a behavioral health nonprofit providing comprehensive care to individuals and families in Connecticut.

This visit is a Financial Check-Up to assess your financial health with a focus on retirement savings. The check-up includes a view of your financial goals and your progress towards them.We will also evaluate your current investments and provide our insights for improvement.