Most successful corporations have a Chief Financial Officer “CFO” that provides the management team and stakeholders the ideas, alternatives and suggestions needed to make sound financial decisions. Individuals and families are not all that different, which is why our primary goal at Croix Financial is to serve as our client’s primary financial consultant, or “Personal CFO” as we see it.

If you are like most individuals, you are too busy being an expert in your own field to understand the complexities that are involved in investment management, retirement planning, college planning, disability planning, life insurance planning, small business planning, and estate planning. You often receive advice from your CPA, your attorney, or your insurance agent, but how do these all tie together into your overall plan?

Who is looking out for the big picture? At Croix Financial not only do we help paint the big picture, we monitor it for blemishes and help touch it up when the need arises.

If this method of working toward your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.

Yours Very Truly ,

JJ Croix
CFP® CPA

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