The Crouse Group
The Crouse Team serves individuals, families, and business owners who have accumulated or are in the process of accumulating the resources that allow them to shape the kind of life they desire. If you are like these clients, you look at wealth as a vehicle that allows you to live the type of lifestyle that you choose, and most likely you enjoy providing advantages to your children and grandchildren. Your situation calls for a special kind of financial guidance – insight that's rooted in a deep understanding of who you are and what financial goals you want to accomplish.
Serving multiple generations of clients
We believe that the key testament to our team's capabilities is the fact that three generations of some client families in the Tri-state Area and across the country have chosen to develop and maintain a long-standing relationship with us. They rely on us to help them enjoy their resources now and help them grow or preserve their wealth for the long term.
We enjoy spending time with clients whether we are helping them with their finances or just having fun together at one of our client appreciation events. At your request, we will involve your children and grandchildren in our meetings and events, so they know our team and are prepared to develop their own wealth management strategies when the need arises.
Today's affluent investors frequently retire from their current career to begin a new dynamic chapter in their life. They travel extensively, give back to their communities, help their children or grandchildren, or even start second careers. Our team is dedicated to support you through these endeavors by offering retirement strategies that are driven by your definition of retirement with guidance that considers the following aspects:
What is your ideal retirement outcome? Our team can help you crystallize your thinking about your retirement. By developing a deep understanding of your complete retirement outlook, we will help you determine how much money you need to retire. We will also help you develop tailored income and wealth strategies designed to help you pursue your goals.
What kind of portfolio offers you the potential to support your retirement lifestyle? We will help you customize income and wealth
strategies designed with the goal of achieving your desired retirement goals.
**What kind of income do you need?**In order to maintain your chosen lifestyle, we will help you consider various income and distribution strategies and customize an appropriate one for you.
What special needs may you have? Our team's knowledge and experience about long-term care and healthcare savings strategies can help you address these needs while keeping you on track with your retirement goals.
Whether you are in the early stages of planning for retirement or already retired, we can analyze your expenses, cash flow and investment picture to see how long your assets could last and recommend ways to help you keep more of your money working for you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
