Successful Wealth Management Through
 Personalized Financial & Retirement Planning

Office: 203.221.0202
staff@cruicefinancial.com

 

In The News

After six years of obtaining feedback from the public and consumer groups, but mostly from protracted negotiations with the financial services industry (Wall Street), the Department of Labor (DOL) finalized the Fiduciary Rule in April 2016 with the implementation scheduled for April 2017. Now, after a short-delay from an Executive Order by President Trump earlier this year, the Fiduciary Rule is scheduled to go into effect over the period of time extending from January 1, 2018 through April 1, 2018.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.


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