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. Here is the way we do business:

  • Geography doesn’t matter when it comes to high stake financial decisions.

  • We use a team approach to help our clients reach their goals.

  • We don’t meet for the sake of meeting.

  • We want to help free your time up.

  • We’re casual but not in what we believe.

  • We care about our clients.

  • We are not the Walmart of the financial service providers.

  • You hire us to look beyond 12 to 24 months of your life.

  • Some clients desire to follow biblical financial principals; we’re cool with that.

  • Our recommendations come from years of experience working people just like you, tons of education and the hard knocks of life.

  • We work best with your safe core dollars.

  • We embrace technology, so you and I know where you stand financially every day.

  • We don’t panic when the markets drop. Those are buying opportunities.

  • You won’t always agree with us and we’re cool with that.

  • We want to go beyond your traditional goals, so you can pursue your passions and desires.

  • We want to know your story and help you to continue to write the remaining chapters.

  • We help clients create a purpose statement for their life, articulate their values and goals they’d like to accomplish and build your life and financial plan around it.

I’m ready! What’s the next step?

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