Retirement & Financial Services

Whether you are approaching retirement or just beginning to save for retirement - let us help! Here at Cruz Insurance and Financial, we offer financial products for every stage of life including legacy planning, 401(k) management, social security planning services, final expenses, mutual funds, variable and fixed anuities, and IRAs. We want you to be financially comfortable when you retire and receive the long-term care you deserve. Having a strategy to manage your finances and social security in the future is crucial. Our agents will provide you with assistance, tools, and services, leaving you feeling confident with a plan that is ideal for you. It is critical for you to save and invest towards your retirement and we are here to assist you in making the right choices for your future.