CRUZING INTO

RetirementTM

Live a retirement you love. We can help you plan for that.

The “Cruzing Into Retirement™” System

We help you with a complete 360-degree review of your financial picture, including how your retirement assets are integrated and work together.

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using the “Cruzing Into Retirement™” System, we’ll examine your current financial situation and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

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Your Income and Expense Sheets

Is your financial plan working for you? How can you be sure?

Take control of your financial future, starting today. Use these helpful Income and Expense Sheets to assess your current monthly saving and spending habits.

FINANCIAL INFO ON THE GO!

Listen to Rey Cruz share retirement tips on the radio.

“The Financial Expert of The River” WERV-FM 95.9 The River

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 630-897-0333.