CYA Financial, which stands for "Cover Your Assets Financial," is a US-based financial services firm that operates as a fiduciary. This means they are legally obligated to act in their clients' best interests. The company focuses on creating comprehensive, long-term financial plans for individuals and families, particularly those nearing or in retirement. Their core services encompass wealth management, retirement income strategies, tax planning, insurance solutions, and estate planning to ensure clients' assets are protected and grown effectively.

Founded in

United States