WHY THE CREMÉ WEALTH TEAM?
Not all financial advisors offer the same things
Being an Accredited Investment Fiduciary® and CFP ® Professional means that we position ourselves on the same side of the table as our clients.
We don't have hidden fees. We always put in writing exactly what you are going to be paying.
We help you with investment planning, minimizing taxes, and maximizing your legacy by working with accountants, attorneys, and other trusted advisors.
RETIREMENT PLANNING SERVICES
An accredited investment fiduciary for retirees, pre-retirees and business owners. Services include:
Get a Complimentary Assessment
We specialize in working with retirement planning clients who are:
Facing a Business Equity Transition
And who have accumulated at least $500,000 in investments
RETIREMENT PLANNING CASE STUDIES
Not actual clients
CASE STUDY #1
Michael and Lisa didn't think about retirement. They have a thriving business and life is going well for them. But now as they sit at their daughter's wedding, they start to realize that they want to have more time to spend with their family and they need a game plan on how to approach their business.
CASE STUDY #2
Bill has been the ideal employee, staying with the same company for the past 24 years. As head of the sales department, he has done well financially but has his funds spread out over a 401k, pension, & ESOP, as well as a restricted stock plan. Now that he is 55 and hearing some of his peers retire, he has decided it's a good time to understand his options.
LEAVING A LEGACY
CASE STUDY #3
Jim and Mary have always put their family first. They prided themselves in the fact that their kids never had to take out student loans and they wanted for nothing financially. But now Jim is scheduled to start chemotherapy next month, and he wants to be certain Mary and his family will be taken care of in the future.
Have confidence in knowing your money is held with an established institution you can trust:
Andrew Cremé, MBA, AIF®, CFP®
CERTIFIED FINANCIAL PLANNER ™ Professional
Andrew's true passion today is helping families understand that money doesn't have to be confusing and retirement planning can make sense. life is about understanding your passions and making a plan to live them.
Cremé Wealth Team - Raymond James
SageSpring Wealth Partners
2601 Network Blvd, Ste 101
Frisco, TX 75034
Phone (972) 987-1634
Fax (214) 387-4505