Crestmark Wealth Group

About Us

We take a unique approach in that we help people find money they are currently LOSING unknowingly and unexpectedly.

There are five major areas where people are most often losing money unknowingly and unnecessarily:

1. How you pay for your house (mortgages)
2. How you pay taxes (taxes)
3. How you fund your retirement accounts (qualified plans)
4. How you pay for your children’s education (college funding)
5. How you pay for major capital purchases like cars, weddings, vacations

There are only two ways to serve someone in the financial services business:

• One is to help people find better products that potentially pay higher returns that often require more risk.
• The second is to help them be more efficient with the resources they already have.

We believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.

We begin by helping our clients by answering the four most important financial questions we all face:

1. Do you know the rate of return need to earn on your savings and investment dollars to be able to retire at your
current standard of living you enjoy today, and have enough money to last through your life expectancy?

2. Do you know how much you need to save on a monthly or annual basis to be able to retire at the same standard
of living you enjoy today, and have enough money to last until your life expectancy?

3. Doing what you are currently doing, do you know how long you will have to work before you can retire and live like
you live today until your life expectancy?

4. If you don’t do anything different than you are doing today, do you know how much will you need to reduce your
standard of living to keep from running out?

In less than 15 minutes, we can give you the answers to those questions and you can determine if what we do can be of service to you.