In The News

The Coronavirus [COVID-19] Pandemic 
And The "Great Shutdown" Recession
 

CFO 2020 First Quarter [Q-1] Client Update
 

The CFO Capital Management team started 2020 with a positive outlook for the financial markets with the global economy on stable footing and led by the U.S. economy. Our Federal Reserve had made clear its intention to further reduce interest rates as necessary to support the U.S. economy over the course of 2020. The S&P 500 Index of U.S. stocks responded accordingly by reaching an all-time high on February 19, 2020. Then suddenly that all changed with the arrival of two, simultaneous black swan events.......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

PLAN

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.

PROTECT

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.

PROSPER

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.