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CRESCENT CITY
RETIREMENT GROUP, LLC

Crescent City Retirement Group’s 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!
TAKE A LOOK AT OUR PROFILE.

 
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Legacy PLanning

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New Gen Retirement

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Social
Security

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Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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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 Copy Today!

 

 

Join us for an upcoming Seminars & Webinars!

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.




The 5 Keys to a Stress-Free Retirement Workshop

*WORKSHOP IS NOW FULL*

The 5 Keys to a Stress-Free Retirement Workshop

*WORKSHOP IS NOW FULL*