As you already know, every family is unique—especially yours. Each family has different needs, goals, and desires. Adding business ownership to the mix makes the family dynamic richer, more exciting, and sometimes more difficult. The majority of our clients tell us that family is the number one reason why they chose their current profession. Building and protecting wealth for themselves and their family is at the top of the list of financial priorities for most business owners.
At St. Croix Advisors, we take the time to understand what’s most important to you and your family, personally and professionally, and then move forward to develop a financial plan for your future. Being a business owner is a way of life for you and your family—protecting your way of life is something we value at St. Croix Advisors.
At St. Croix Advisors, we will work with you to develop a financial road map to help provide clarity on what you want to accomplish for you and your family. Our financial road map lays out a two- to three-year plan, specifically tailored to your needs and goals, that we will work on together to create the most ideal financial situation for you, your family, and your business. At St. Croix Advisors, we also believe in educating our clients on a variety of topics so they can become financially accomplished and savvy.
Our topics will include retirement, estate planning, risk management: from life to disability to property insurance, college funding, and helping to protect your assets in the event of long term health care expenses.
Contact St. Croix Advisors today to learn more. We are located in Hudson, Wisconsin, and serve a number of areas in Wisconsin including Hudson, Eau Claire, New Richmond, and River Falls, as well as the St. Paul/Minneapolis area in Minnesota. Our services include wealth management, retirement planning, financial planning, estate planning, asset protection, life insurance, long-term care insurance and expenses, to mention a few areas. Our President, Brett Anderson, can assist you with any questions you may have prior to scheduling your first appointment. Brett can be reached at 651-337-1919 or .