Retirement Financial Planning for Busy Professionals


Cruz Financial Group, Inc. is a professional financial planning firm that provides "Strategic Retirement Planning for Busy Professionals". Since 1990, we have partnered with our clients in "Planning Beyond the Basics" to reach sound financial decisions.

We help our clients turn retirement capital into retirement income, ensuring a smooth transition from their practice or place of business to financial independence.

Cruz Financial Group, Inc. maintains professional strategic alliances to make sure that all the critical elements of our client's financial and estate-planning process is properly executed. We have longstanding relationships with tax professionals, estate planning attorneys, life insurance professionals, and property and casualty agents.
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

More Newsletters →