Office 715-245-6255

Cell 612-518-6516

©2019 by Croix River Wealth Management. Proudly created with Wix.com

About Mark Kuhne

Mark Kuhne is Founder, President of Croix River Wealth Management, an educator, a fiduciary & licensed insurance producer.

Mark provides retirement solutions using a comprehensive suite of tools that strives to grow, empower and help protect your assets and wealth. He has presented workshops throughout Wisconsin and Minnesota since 2013. Prior to 2013 he has served in various roles where he began as a teller and worked his way up to Community Bank President.

Licenses & Education
Investment Adviser Representative: Horter Investment Management, LLC
Insurance Licensed (Life, Health and LTC):
WI #16489159, MN #40341523
National #16489159
MBA (Finance), University of St. Thomas, Minnesota
BA (Major: Economics, Minor: English), University of Minnesota

Civic Accomplishments
• Vice President, Treasurer, Board Member for Anoka County Chamber
• Volunteer Special Deputy for Hennepin County Sheriff’s Water Patrol
• Liaison between Northern Metro Mayors Association and Anoka County Chamber
• Board of Directors Northwest Suburban Chamber and Chair Business Education
• Twin West Chamber Leadership Program
• District Chair of Finance Committee, Boy Scouts Viking Council, Crow Wing District: helped manage endowment fund
• District Chairman, Boy Scouts Viking Council, Crow Wing District

Why Croix River Wealth Management?

Let Us Help You Make Retirement Easier

Never before has our generation faced so much uncertainly that can affect all areas of our lives and our finances. Croix River Wealth Management helps provide you with the guidance you need in order to live a better life.  We strive to leverage your successes.  Fill out the form below to get started.

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Income & Cash Flow Management

The Guidance You Need

Income Planning for your lifetime and protecting your “nest egg” is important.  “Longevity Planning” includes short term and long term investing with a bias toward capital preservation and competitive rates of return over time. Will you outlast your money over the next 10, 15, 20, 25 years plus?  Without good planning combined with additional planning for nursing care stays and estate planning, your lifestyle and retirement could be in jeopardy.

 
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Let's Visit and Explore Your Hopes and Dreams.

Investment Placement

The Guidance You Need

We start by getting to know you, your hopes and dreams, and your desired lifestyle. This crucial step guides the development of your personal investment recommendation. We work with you to develop a strategy aimed at reaching your goals, and we implement and maintain it for you on an ongoing basis.

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Introductory Visits

Planning Sessions

Steering Wheel
 

Estate Preservation & Legacy

The Guidance You Need

Living Trusts, Wills, Power of Attorney for Assets, Healthcare and Physician Directives, and more...

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Many Americans have no plan in place.

A Living Trust helps to take care of your needs and family if you are unable to manage your affairs because of an accident, illness, or age.

Protect Your Legacy

A Living Trust can provide support of your minor children or grandchildren and can help protect a handicapped child without jeopardizing the child’s government benefits.

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Holding Hands

Maintain Privacy and Avoid Probate

A Living Trust helps to assure privacy of your family’s financial condition and assets by avoiding the public disclosure of probate.

It is Time to Protect You and Your Family

Don't wait for an accident or illness.

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Insurance

The Guidance You Need

Annuities

Focus on your lifestyle and worry less about protecting your assets. Some annuities provide guaranteed lifetime income to supplement your Social Security or pensions. Quotes are free.

Life Insurance and Funeral Trusts

Let's face it, the loss of Social Security or pension income can be devastating to the surviving spouse. Newer policies may even provide LTC-like protection if you cannot perform activities of daily living. Quotes are free.

Long Term Care Insurance

Mark Kuhne's father was deemed incompetent at age 75 and placed in a memory care facility costing approximately $8k/month. He lived until age 78. Without his LTC policy, his wealth would have been depleted. It may be more affordable than you think. Quotes are free.

 
 

Learn more now. Don't Wait.

Home Office: 46 Ashbury CT, Hudson WI 54016

Visits are by appointment only.

Office 715-245-6255

Cell 612-518-6516

 
 

Disclosures

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor.   Horter Investment Management does not provide legal or tax advice.  Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately through Mark Kuhne, Croix River Wealth Management.  Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Low Risk or Low Volatility strategies are generally defined as strategies that have a 10-year maximum drawdown of less than 10%. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

Insurance and annuity products are not sold through Horter Investment Management, LLC ("Horter"). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company's financial strength and claims-paying ability.

Don't Procrastinate. It May Cost You More Than You Think!