Planning for Your Retirement

The Retirement Income Analysis is a focused retirement planning tool suitable for those within ten years of retirement. It will help you define your retirement goals, evaluate your financial position today, and determine whether you are on track to meet your goals.

Croak Asset Management prides itself on not only taking care of your current plans, but also assisting you with your future financial plans. As expenses like healthcare and living expenses continue to increase, it is important that you begin planning for the future now. There is no worse situation than outliving your money in retirement, and being forced to make difficult financial decisions no family should be faced with.

You Work for Toledo. We Work for You.

You’ve spent the best years of your life working hard at your occupation, and investing in your family and your community. Let Croak Asset Management work on your behalf, helping you with your financial future using our retirement income analysis and projection models to help ensure your money lasts as long as you need it to.

We work with each client, to determine living expenses, healthcare costs and other likely expenditures during retirement. We evaluate your current financial position, and try to project what your financial needs will be in the future. By starting early and creating a comprehensive plan for financial planning and investing, we help you plan your financial future.

Get Started with a Plan


Contact Croak Asset Management today to find out how we can help you begin preparing for the future now. Don’t wait to begin planning for retirement, the sooner you start, the easier it will be to lay the groundwork for the retirement you’ve earned.