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    Feel like you’re losing control of your retirement?
    We want to help.

    If you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t go it alone!

    When so much feels outside our control these days, there’s no reason to put off talking to someone who can help you regain control.

    In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now.

    Give us a call and let’s talk about your biggest concerns. We promise to answer your questions and give you an objective assessment of your financial position - at no obligation whatsoever.

    Many things feel outside our control these days. Your financial strategy shouldn’t be one of them.

    To sign up for a phone consultation, please fill out the form below. We’ll get right back with you to set a time that works for you.

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    Who We Are

    Meet Rey Cruz
    Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and having confidence in your financial future.
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    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. When you have financial concerns, we want to help you address them.
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    Our Financial Services
    We are committed to earning your trust, thoroughly understanding your goals and dreams to help you feel confident in your financial strategies.
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    Privacy Policy | Terms of Use | ADV Part 2A | ADV Part 2B

    Investment advisory services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered through Madison Avenue Securities, LLC. (MAS), Member FINRA/SIPC. Ed Slott’s Elite IRA Advisor Group, Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS.
    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.
    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.