No matter where you are along life’s path, now is the time to be proactive with planning for your financial future. From retirement planning and college funding to opening up a new business, Croak Asset Management is here to help you work toward a financially successful future.
One of the most common errors we see with new investors is not taking full advantage of company retirement programs, especially employer matching and contributions. Most employers who have in-house retirement benefits in place also offer employer matches up to a certain percent. If you contribute up to 5% of your income, they will match with an additional 5%, basically netting you an immediate 5% raise, just one you can’t see for a few decades. This type of found or free money is a huge benefit for retirement planning, and can help ramp up your retirement plan quickly, especially in the early days. We strongly suggest that you find out if your employer offers a matching program and to maximize your contribution to take full advantage of the program.
Build a secure financial future, together. At Croak Asset Management, we take the extra step to make sure your financial future is protected. Our goal is to set up a robust plan that benefits both you and your partner for your life together — no matter what challenges life may bring.
- Going back to school?
- Buying a home?
- Moving to a new city?
- Starting a family?
- Taking a big vacation?
- Retiring early?
Make all of your life goals easier by allowing us to help you develop a financial roadmap. Our financial planners and wealth managers can set you on the right path to the financial future you want to enjoy. The early you start to plan, the easier it is to achieve, so both you and your spouse can reap the financial benefits.
We work with individuals of all income levels, including multi-millionaires, to help ensure that their unique financial needs are being met, and that their assets are being protected from both tax burden and fees in the case of probate. You’ve worked hard to earn the income that you have, and you and future generations after you deserve the right to enjoy the fruits of your labor. Croak Asset Management can help make that a reality.
Knowing which investment vehicles and fund options make sense at the different stages of your life is crucial. But understanding when and how to use them most effectively can be a significant challenge.
Most retirement models assume that the average age of retirement is going to stay relatively consistent, but we already know that’s not going to be the case. People are working and living longer, which changes your financial model significantly. In addition, your goals may be to retire early, or stat a new business, which can also significantly impact your retirement planning. We work with our clients, not only to plan for their extended future accordingly, but also with clients who are currently retired, to help make their retirement last as long as you need it too.