Grenert Financial

At Cypress Strategies, we understand the unique needs of affluent families and family-owned businesses. Our team of expert financial planners and advisors is dedicated to providing comprehensive planning solutions tailored to meet the specific requirements of our clients. With a focus on integrity, transparency, and commitment to implementation, we strive to help our clients achieve clarity in their legacy, succession, and life insurance planning.

Our Mission

Our mission is to provide unparalleled service to our clients, built on a foundation of trust, expertise, and a passion for helping families and businesses thrive. We take the time to understand our clients' goals, concerns, and values, and develop customized solutions that address their unique needs. Our goal is to provide confidence and peace of mind, knowing that their legacy, succession, and life insurance plans are in order.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These include:

• Life Insurance Review & Market Study: We conduct a thorough review of our clients' existing life insurance policies, identifying areas for improvement and opportunities for optimization.
• Life Insurance Planning: We work with our clients to develop a comprehensive life insurance plan that meets their unique needs, goals, and objectives.
• Succession Planning Services: We help family-owned businesses develop a seamless succession plan, ensuring the smooth transition of ownership and leadership.
• Legacy Planning Services: We work with our clients to create a lasting legacy, ensuring that their values, vision, and goals are protected and preserved for generations to come.

Our People

Our team of experienced professionals is dedicated to providing exceptional service and expertise. Our managing director, Geoff Grenert, leads a team of skilled advisors, analysts, and support staff, all committed to delivering personalized solutions and exceptional results.

Our Vision

Our vision is to be the premier platform for serving family businesses and ultra-affluent family groups. We strive to continually grow and enhance our services, professional skills, and expertise, staying at the forefront of industry trends and best practices. We are committed to educating our clients and their advisors about the truth about life insurance, dispelling myths and misconceptions, and applying our strategies to improve the performance of existing and new life insurance policies.