We provide customized solutions tailored to the need of you and your family. You deserve goal based retirement & financial plan development and portfolio management. This is done with stocks, bonds, mutual funds & ETFs. You will receive a financial preparedness review. Elements of this include advising on trusts, tax strategies and planning and philanthropic planning. If you are a business owner, you could benefit from succession and exit planning, employee benefits such as 401(k), SIMPLE, SEP, 403(b) and deferred compensation plans. Protecting what you've build is essential in building generational wealth through risk management and asset protection with life insurance, disability insurance or annuities. At Credo, we believe communication is key. Our scheduled outreach includes semi-annual reviews of investments and your financial plan. We also coordinate with your CPA and attorney, as part of the process. You can also count on a swift response within 24 hours whenever you contact us with a question or concern.