Co-Pilot | St. Croix Wealth Management | Woodbury

As you near retirement and have some big decisions ahead of you, we are here to guide you in the right direction. With our Co-Pilot model and the use of your personal financial website and Financial GPS you will have a clear picture of what retirement will look like. We will use our Social Security Income Maximizer to illustrate when is the optimal time to draw Social Security. Along with many more tools.

Personal Financial Website
- Financial GPS
  - Choice of Three Financial Plans
    - Comprehensive Retirement Planning with
      - Pension Maximizer
      - Social Security Income Maximizer
      - Reliable Income Stream
    - Major Goals/Expenses Planning
    - Estate Planning
    - Educational Planning
    - Risk Assessment
    - Long Term Care Planning
    - Budget Planning
- Account Aggregation
- Digital Vault
Beneficiary Review
Life Insurance Review
Asset Position Analysis
Customized Portfolio Strategies
Quarterly Portfolio Analysis
Monthly Newsletter
Market Updates

We will track our progress semi-annually and update any changes or goals in your Financial GPS and set expectations for the upcoming six months.