Financial Advisors

Please excuse the construction.

Good things are coming.


Cybar Financials’ Optimirror®: A New Way to Realize Practice Value

  • Project tax efficient retirement and major purchase accumulation and distribution plans.
  • Project cash flow efficient debt restructuring scenarios.
  • Develop compliant plan synchronization between financial advisors, accountant, and trust and estate planners.

Optimirror® allows Financial Advisors to show their clients how to begin improving their bottom line at the first meeting.


Email David.Wilson@cybarfinancial.com for a webinar of a retirement case study that will blow your mind.