Financial Security Planning

None of us can predict the future.  The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.  I can help you create a plan based on your values that addresses your dreams for the future.

Chris Cruz, CLU®, CFP®

Financial Representative

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

 

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