Give your finances a 360-degree review
We’ll help you discover the opportunities available and craft a strategy so you can feel confident in your financial future.
Your Dreams Matter
At Cruz Investments & Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
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. From there, we’ll craft a strategy to help you get to your goals.
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you've always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
Charitable Giving
We can also refer you to professionals who provide the following services:
Trusts
Probate
IRA Legacy Planning
Estate Planning
Tax Planning
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.
