FINANCIAL SERVICES AND RETIREMENT:
As part of our commitment in creating a total solution
management program for our clients, we have developed a Strategic Alliance with Certified Financial Planners representing
several National Insurance Companies. The focus of this alliance goes beyond financial planning and embraces our overall company
strategy of “solution base services”. To that end, our team has experience in handling business needs such as
perpetuation planning, buy sell agreements and wealth protection for owners and officers. They understand business tax laws,
therefore they can provide advice on how to customize a business strategy that maximizes earnings, reduce tax liabilities
and plans for the future. Please call or e-mail any Cress Associate for additional information.
|