Not actual clients



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.


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.


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.

Cremé Wealth Team is a Part of Southwestern Investment Group

© 2021 by Cremé Wealth Team

Raymond James

Southwestern Investment Group

2601 Network Blvd, Ste 101

Frisco, TX 75034

(972) 987-1634

Links are being provided for information purposes only Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of the information regarding any website's users and/or members.


Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Cremé Wealth Team, Southwestern Investment Group, and The Southwestern Co. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Raymond James does not provide tax or legal advice. You should discuss these matters with the appropriate professional.