Retirement Planning Financial Advisor for Business Owners and Pre-Retirees
Business Equity Consulting
Having an equity position in a privately or publically held company means different things to different people. To some it represents security, and to others it is options. By having a trusted advisor in your corner that understands businesses and the opportunity they present, you are equipped to make the best decision for you and your family.
Advanced Tax Consulting
If you own a business, are charitably inclined, are over the age of 71, have most of your retirement in pre-taxed accounts, receive stock options, want to retire before 60, or have non-retirement investment accounts, you have the opportunity to maximize your wealth through advanced tax planning and consulting.
Legacy Retirement Planning
Retirement is not just a number. Retirement is the sounds of the experiences you have echoing on for the loved ones in your life to hear in the future. Everyone will leave a legacy for their family, but only by planning can you make sure that legacy is the story you want to be told for generations or the one that will carry on by default. Be proactive!
Andrew Cremé, MBA, AIF®
I am wildly passionate about stories. Not just any stories, but the stories of families who built wealth and what it took to get there. Some families achieved wealth slowly; some families achieved wealth quickly, while others are continuing to work on building wealth today.
My story begins in Connecticut in the country town of Woodstock. The youngest child of four, I grew up seeing my parents run my dad’s medical practice. Because of this, from an early age I understood the benefits of saving, giving, and spending. Intimately witnessing how a business worked inspired me to get my undergraduate degree in sociology and economics as well as to continue on to get my Master’s in Business Administration with concentrations in finance, marketing, and management.
Before coming to work at Southwestern Investment Group, I started and ran a small business consulting firm that specialized in the healthcare industry for 10 years. Prior to that, I worked in hospital administration and even in an inpatient psychiatric rehab center briefly. Later in my career in 2016, I took the opportunity to author a book called Enough Dreaming* as a way to give back to entrepreneurs and inspire others to start their businesses while running my own. During these times, I accumulated quite a few stories of my own.
Today, I live in McKinney with my wife Janelle and my daughter Gianna. Together, we are active in our church; enjoy spending time with family, and treasure quiet conversations. I look forward to sharing in your story.
B.A. Calvin College, Grand Rapids, MI
M.B.A Rollins College, Winter Park, FL
Series 65, Uniform Investment Adviser Law Examination | Series 7, General Securities Representative Examination
Series 63, Uniform Securities Agent State Law Examination | Life & Health Insurance, Texas Department of Insurance
AIF, Accredited Investment Fiduciary
*Raymond James is not affiliated with any of the listed publications. Opinions expressed are those of author and not of Raymond James.