Philosophy

Financial Simplicity For Life’s Possibilities isn’t just a slogan; it’s something we strive to help each and every one of our clients achieve.

Simplify & Organize Your Finances

St. Croix Advisors is focused on helping our clients reach their financial and investment goals by simplifying and organizing their financial lives. We are an independent investment firm, helping our clients manage their investments. Deep down our clients have no interest, desire or even want to take the time to watch, research and monitor their investments, so they hire us. They’d rather spend their free time on much more enjoyable activities. We have no proprietary investments or mutual funds, which our clients value.

Not only do our clients use us for our investment services, many also seek to have a financial plan to help achieve their financial goals. We help our clients create a financial plan not only for their years prior to retiring but even during their retirement years. Financial planning isn’t a one and done activity. Instead, it’s a process over a lifetime to help ensure people are on track to reach their goals over their entire lifetime. Planning retirement and the rest of one’s life takes time, energy and resources.

For Those of you not Retired Yet, Just a Thought…

Chances are when you picture your retirement and contemplate the rest of your life, it brings up many different thoughts and emotions. The meaning of retirement continues to change and looks different for most people these days. You may have a certain retirement age in mind, a plan for how to spend those years, or you may even hope to remain engaged and employed in full or part-time work in your current field and plan on never retiring. No matter the path you seek or what life brings your way, I want your Golden years to truly be designed by you.

“Generally, the meaning of retirement starts to get personal as we get older. Well, maybe that’s as I get older. As I celebrated the fifth anniversary of my 40th birthday, I’ve both witnessed and experienced much of the good and bad of aging” ~ Brett Anderson, President St. Croix Advisors

For those Planning their Retirement & those who are Retired

The good news is that we’re probably going to live longer than we previously thought possible. But living longer can also be the bad news. As we live longer, additional planning and resources are required to maintain our livelihood and finish life comfortably. We are continually reminded that this isn’t a test run. This is the real deal. We only get one take, no re-do’s. That’s why our clients hire us!

Give us a call at (651) 337-1919 or email us at info@stcroixadvisors.com to schedule a time for us to meet.

I’m ready! What’s the next step?

St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Hudson, WI Disclaimer