Certified Financial Planners near me

Certified Financial Planners near me – St Croix Advisors is here to help. We have a few beliefs when it comes to finances and life in general.

1. Faith is important. We aren’t shy about it. We believe a relationship with God is critical to a fulfilling and joyful life. Not only do we live this way, but we also manage money with this in mind. We believe that there are teachings that instruct how we should use, save, and protect our assets.

2. The future should be consistently thought about. Every decision we make today is going to affect us at some point down the road. Maybe it will affect us in a few seconds, maybe in a few years, or maybe it will affect someone else in a few generations. No matter what, we believe in futuristic thinking and planning. If there is a goal you have for your life, we must plan out the steps it’s going to take to get there. We promise to hold up our end of the bargain in that and hope to help you achieve yours as well.

3. Life is a bunch of experiences strung together to create meaning. We are not here for the materialistic parts of life, thought they can be helpful or satisfying. We are here to truly live – to travel, to speak, to learn, to teach, and to lead. Our lives are rich and full of interesting stories. We seek to eliminate unnecessary stresses and clutter to make room for what really matters.

4. Relationships are everything. You can have all the money in the world, but if your relationships are failing, so are you. We focus on family, friends, and acquaintances that could need our help or help us down the road. It is critical to cultivate relationships, make good impressions, and remind others how much they mean to us.

I’m ready! What’s the next step?

St. Croix Advisors, LLC is a Registered Investment Advisory firm with locations in New Richmond, WI and Woodbury, MN.Disclaimer