Broker Check

Alan Cruz

Alan has over 17 years experience in the Financial and Insurance industry and is one of the co-founding principles of the firm. He enjoys working with people, and helping them navigate through the myriad of information regarding investments and insurance choices they need to make. Taking a "keep it simple" approach with his clients, Alan creates a clear picture and process that is easy to comprehend and implement.

Alan specializes in advising business owners, families, and pre-Retirees on how they can Protect and plan for their future. He takes personal pride in educating his clients on how to prepare for retirement. This includes minimizing the impact of market volatility on their assets as well as preparing for the likely challenge of increased longevity and rising cost of Healthcare. Alan believes that the proper financial strategy blends time and proven tactics as well as reliable, sustainable lifetime income steams that cant be outlived.