Our Retirement Designed Money Management System

We help retirees who strive to secure a better retirement through our fee-based asset management, always ensuring their individual needs remain our top concern. We have access to a platform of Private Wealth Managers.

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...

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Richard has a passion for people and helps wherever he can. He saw firsthand how damaging a lack of proper planning can be to a family. Today, he helps you and your family take essential steps to protect your assets and estate.

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