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What's Your Time Worth?
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Mission Statement
Our mission to understand the financial dreams and goals of our clients, and through long term relationships built on trust and service, help our clients realize these dreams and goals. We believe this mission is best accomplished by serving on our clients' financial team; collectively assisting the client in prioritizing and implementing financial strategies. |
Time is money.
But even more than money, time is the most precious resource a business owner possesses. Time is finite and slips away. Yet, no matter how much success a business owner enjoys investing time in the business, without proper financial planning, the true measure of success will never be enjoyed.
Welcome to Cypress Advisory Services!
Paul Palmer and Kurt Box save Houston business owners time and help secure their futures by providing expert guidance and comprehensive financial planning on a fee only basis. They are experienced, independent financial planners who understand the demands and stresses business owners face. They simplify complex financial issues, allowing their clients more time to run their business and enjoy their lives.
To read an overview of our investment philosophy please click HERE.
Cypress Advisory Services received "Wealth Manager’s “Top Wealth Managers” Award" for 2008, 2009 and 2010. This is a coveted honor and a true testament to our firm's accomplishment and success in the past year. Cypress Advisory has also been named in the Top RIA rankings for 2010 in Financial Advisor's July edition.
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