About Us

Protecting Your Assets

We understand the value of every dollar protected – precisely because we understand how hard our clients worked to earn it. In today’s market many brokers simply suggest “staying the course” at any cost. In the wake of roller coaster stock market ups and downs, this kind of financial insanity has left many honest, hard-working Americans wondering how to conservatively protect and grow their retirement savings to make it last.   At Crystal Lake Tax & Financial, we understand the market cycle, and we are prepared to properly equip people with investments that provide income, protect their assets, and give them peace of mind during this time of economic turmoil. Our clients simply can’t afford to “stay the course” forever—that’s why we protect their assets now!

Protection First

Many brokers believe that risk is necessary and unavoidable, and should simply be seen as an acceptable part of playing the retirement planning game. At Crystal Lake Tax & Financial, we refuse to play the “game” with our client’s portfolios. Instead, we implement proven, low-risk strategies to protect their assets and secure their financial future.

Investing for Income and Growth

We believe our client’s investments should create consistent, reliable income throughout retirement. With this financial planning goal in mind, our strategy for each client revolves around the idea of generating the income necessary for our clients to enjoy a comfortable retirement, without sacrificing their current lifestyle. By investing in conservative, time-frame committed options that generate a steady 3 to 7 percent return; we are ensuring the growth and capital appreciation our clients deserve.

Peace of Mind

Retirement should be full of confidence and enjoyment, not worry. We understand that financial security is directly related to our client’s peace of mind. Through open communication and a solid, conservative approach we are able to take the “worry” out of retirement planning and ensure our client’s do not lose sleep over their financial future.