We help you with a complete 360-degree review of your financial picture, including how your retirement assets are integrated and work together. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Using the "Cruzing Into Retirement" System, we'll examine your current financial situation and determine your retirement needs.
Take control of your financial future, starting today. Use these helpful Income and Expense Sheets to assess your current monthly saving and spending habits.
Take control of your financial future, starting today. Use these helpful Income and Expense Sheets to assess your current monthly saving and spending habits.
Services
The team behind Cruz Investments & Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. As the owner of Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
We'll help you discover the opportunities available and craft a strategy so you can feel confident in your financial future. 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.We help you with a complete, 360-degree review of your financial picture, including how your retirement assets are integrated and work together.
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.We help you with a complete, 360-degree review of your financial picture, including how your retirement assets are integrated and work together.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
