Welcome to Crescent City Retirement Group
Our Mission
Our mission is to offer independent financial management and advice in Investment Planning, Risk Management, Income Planning, Retirement Planning, and Estate Conservation.
We’re Thrilled to Appear in Forbes Magazine!
Our Services
Legacy Planning
New Generation Retirement
Social Security
Our Team
Do you ever wish you had an owner’s manual to help plan for retirement?
WELL, NOW YOU DO.
This book can help provide the foundation you need for a successful retirement.
You’ll learn:
- Social Security Strategies
- Asset Organization
- Investment Solutions
- Legacy Planning
Request Your Complimentary Copy Today!
Join Us for an Upcoming Workshops & Events!
Call our office as registration is required for these events.
Events are subject to change without notice.
“Retiring Well...”
We will address the following:
- Can you create a retirement income plan that lasts?
- Will you receive your full Social Security benefit?
- How much risk are your retirement savings exposed to?
- Do you have access to technology that can make your retirement easier to manage?
6 things you need to know about the new federal Tax Law.
Register for Our Workshops
Upcoming Workshops & Events
Workshops
The 5 Keys to a Stress-Free Retirement
September 10, 2024, at 6:00 PM
September 19, 2024, at 6:00 PM
Austin’s Seafood & Steakhouse
Client Events
Caribbean Casino Night
Chateau Country Club- 1St Floor
October 11, 2024, at 6:00 PM
*Formal invitations will be sent out accordingly
Client Christmas Party
Chateau Country Club- Grand Ballroom
December 20, 2024, at 6:00 PM
*Formal invitations will be sent out accordingly