Croix River Wealth Management Information

Executives and business owners tell me that their #1 concern is a lack of reliable cash flow in retirement to live their desired lifestyle, to pay for healthcare, and to enjoy their hopes and dreams with their family. • Taking a wait-and-see-approach is no longer acceptable. • Will you have enough money to retire like you want? • Are your assets really prepared to weather unpredictable markets? • We understand the time, money, and stress it takes to recover losses in major market downturns. Returns matter. Losses matter. • You must defend tomorrow…today. • So you can enjoy your desired lifestyle with less worry about market losses, volatility, uncertainty, and inflation. We created a proven money management system known as the C/R Stack Portfolios. These are designed to generate: • Increasing income, • More stable growth, • Preservation of principal during retirement...all at the same time. The C/R Stack Portfolios aim to • Maximize opportunity and minimize risk. • Provide flexibility and greater tolerance for change that strives to thrive in a constantly changing new normal. • Be speculative and adoptive around a core strategy that includes options or value in the future...whatever the future. • Evolve over time so they can react quickly to new threats and be ready to respond to disruptions. Mark has served executives and business owners from all across the country through a virtual and secure internet-based process, providing solutions to exploit headwinds and tailwinds in this volatile, uncertain, complex, and ambiguous world. The C/R Stack Portfolios are designed for those who require a stable but strategic inflation-adjusted income stream that also strives to achieve healthy growth of their life savings and preservation of their principal balance and desired lifestyle. Even if you can afford to lose 20% or more, do you really want to? What if one year of losses is followed by another, and another? Who wants a repeat of tech-bubble like loss years?