In The News

The Coronavirus [COVID-19] Pandemic 
March 24, 2020 CFO Client Update


Backdrop: What Has Happened So Far

The CFO management team began 2020 cautiously optimistic with expectations that the broad global stock markets, led by the U.S., would move higher over the course of the year. The U.S. economy was on solid footing, supported by our Federal Reserve which had lowered interest rates while declaring its commitment to further reduce interest rates as necessary to support U.S. economic growth in 2020. Our position was briefly rewarded as the S&P 500 Index advanced to an all-time high on February 19, 2020. During the weekend of February 22/ 23, however, it became suddenly clear that the Coronavirus [COVID-19] was no longer just a China 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




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.




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.




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.