Snowbirds and Florida Residents

For those of you who are Snowbirds and Florida Residents, we’d be honored to work with you on all of your financial planning needs.

 

Many snowbirds who live in Minnesota or Wisconsin part-time and Florida during the winter months want to work with their financial & investment advisor in both locations. So whether you’re in the Sunshine State, the Gopher State, or the Badger State, you have the flexibility of working with your financial advisory team throughout the year. At St. Croix Advisors, we enjoy the St. Croix Valley, the Midwest work ethic, and our strong core values.

Financial Planning for Minnesota & Wisconsin Snowbirds

Yet, January, February, March, and even into April while you escape the cold tundra for the warmth of your home in Naples, Fort Meyers, or the surrounding area, we’d be happy to meet with you there. No need to ask us twice. Chances are you’ll find us there already escaping the snow.

 

Here are the financial services we provide to our snowbird clients:

  • Retirement Planning – IRAs, 401ks, etc.
  • Wealth Management
  • Financial Planning and Consulting
  • Business Owner Benefits & Executive Benefit Planning

A Special Note to Clients in Naples, Florida

For those of you in the Naples, Florida area looking to connect with others from Minnesota or Wisconsin, join them for the Minnesota Men’s Breakfast at the Naples Beach Hotel each week.  Everyone is welcome. You’ll hear from a host of well known, local and national speakers each week. When I’m in Florida, I enjoy attending the early morning breakfast.

For years at St. Croix Advisors, we’ve been helping snowbirds from Minnesota and Wisconsin manage their portfolios and plan for the future. Snowbirds and Florida Residents Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com for more information.

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