Life Insurance

Services

Wealth transfer, business succession, and legacy planning

Company Description

Cypress Strategies is a leading financial services firm, based in Reno, Nevada, focused on helping high net worth individuals and small business owners build, protect, and preserve their assets. Founded in 2002 by Geoff Grenert, Cypress has established a strong presence in the marketplace by designing and implementing innovative and effective solutions for clients.

Service Details
  • Legacy and charitable planning
  • Estate and wealth transfer planning
  • Business succession planning
  • Private placement variable life
  • Premium Financing
  • Plan design and implementation
  • Due care – product evaluation and selection
  • Inforce management
  • Dedicated client service and support

Consulting Categories
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