Our fees range from .95% to 1.50% per year, depending on account size, type, and complexity. Financial Planning starts at just $250 for our tailored financial plans and that price increases with additional complexity or needs. Transparency is one of our most vital assets and we believe financial planners should always be up front with their fee structure.

There are a wide variety of savings and retirement planning tools, several of which allow you access to your money in case of hardship or emergency. We understand real life happens, and we’ll work with you to try and make the best financial decision possible in these cases.

There are a wide variety of savings and retirement planning tools, several of which allow you access to your money in case of hardship or emergency. We understand real life happens, and we’ll work with you to try and make the best financial decision possible in these cases.

You can start planning whenever you want, there is no right or wrong age. The good news about starting earlier is that time and compound interest will be on your side, which means your money will be worth more later in life, and you can save less now. It may be uncomfortable, but it will make retiring much easier the earlier you start saving.

Croak Asset Management takes a different approach to investing and retirement planning. We like to make sure that your financial future is secure now, and in the long term. We’ll work with you to get you into a financial plan that makes sense, paying down debts and saving a little here and there which will add up over time. There are also various tax benefits and employee contributions we can maximize to make sure you’re getting the most bang for your buck.

CAM’s philosophy has always been to make financial and retirement planning as easy and convenient as possible for our customers. To that end, we’ve brought together the best professional resources to help cover all your bases, including:

 

  • Financial planning
  • Investment management
  • Retirement planning
  • College/family financial planning

 

  • Estate planning
  • Life insurance
  • Tax planning
  • Personal finance consulting

While you aren’t required to use any of our products or services, we encourage you to develop a comprehensive financial plan for your future, utilizing the tools CAM provides to all our clients.