Our Services

1.  401k Lump-Sum Retirement Distributions

2.  Investments

3.  Asset Allocation

4.  Retirement Planning & Projections

5.  Mutual Funds

6.  Money Management

7.  IRA’s, TSA’S, Simple IRA Plans, SEP Plans, 401k

                     (We can setup all of these plans)

8.  401k Options Planning

9.  Avoiding Probate

10. Estate Planning

11. College Funding     (529 College Savings Plans)

12. Life Insurance

13. Comprehensive Financial Plans

14. Living Trust

15. Fixed, Indexed,  and Variable Annuities

16. Single Premium Variable and Fixed Life Insurance

17. Benefits Review

18. Disability Insurance

19. Long Term Care

20. Certificates of Deposits

21. Stocks & Bonds

22. Retirement Income Planning


All of these services are provided by Rey Cruz, CFP®, or by other qualified professionals that we may bring in as experts.







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