In The News

The CFO 2020 Third Quarter Client Update

 

During the third quarter [Q3], the U.S. stock market continued its remarkable recovery from the March 2020 lows as the U.S. economy has proven to be better and more resilient than the dire predictions in late March. A prime example is the unemployment rate, which has improved from a high of 14.7% in April to 6.9% in October. Both U.S. fiscal spending and the monetary support by the Federal Reserve have been unprecedented and successful in contributing to the economic recovery........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.