In The News

CFO Capital Management 2019 3rd Quarter Review & Outlook

The third quarter  [Q-3] of 2019 brought on renewed easing by the global central banks. With the U.S. Federal Reserve leading the way by cutting the U.S. short-term, Federal Funds interest rate twice during Q-3, the accommodative global monetary policies have contributed to boost most all asset class returns for 2019. All the major benchmark indices that we follow [except U.S. Treasury Bills] have risen at least +5% through the end of Q-3. We briefly summarize the key takeaways from the following table for 2019 Q-3.....read more

 

Welcome to Cruice Financial

There's no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you're rich” schemes help you sleep better? For over 20 years, the Cruice Financial Organization has been dedicated to providing its clients with investment peace of mind and confidence in their financial future. We believe in prudent, long-term investment management through disciplined financial planning. Our approach stresses the importance of developing and implementing a sound, real-world plan that protects your current wealth while building higher levels of future prosperity. As your personal CFO, we will guide you forward through our hard work, diligence, and agility to meet your evolving personal needs in a dynamic world.

 

Let's get started
 

To get a true idea of our dedication, experience and vision, call us today for a consultation. We're confident that you'll start sleeping better after our very first meeting.

 —Jay S. Cruice, Jr., M.B.A., CFP™, CLU, ChFC, CFS


 

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C.F.O. Financial Planning is a disciplined process that can help you accomplish your life goals including taking control of your financial life, making sound financial decisions and ultimately achieving financial independence and a satisfying retirement.

 
 

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C.F.O. Financial Planning is rooted in and secured by sound, cost effective risk management strategies that help you sleep well at night by protecting your family's financial future against the unforeseen expenses that arise from potential liability, disability, life and other health risks.

 
 

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C.F.O. Financial Planning – above all else – is directed toward the achievement of our clients' long-term prosperity, which is more than about just wealth accumulation. Prosperity includes the personal enrichment that comes from pursuing good health, maintaining strong family values, and having a solid sense of personal accomplishment and goal achievement.