Wealth Protection and Retirement Planning

What is your biggest concern when you think about the money you have saved and how that savings will help or hinder your vision for retirement?

Wealth Protection is an important topic in today’s world and one that is becoming more important each day in our global and tenuous market. One of the most important issues for retirees today is protecting the assets and money they have acquired throughout their lives. At The Cronin Agency we feel that having your money properly protected for retirement is of vital importance.

Individual and Personalized

We work with each client or family on an individual and personalized basis. Our priority for everyone we work with is as follows:
  • To listen to your needs and concerns first and foremost.

  • To protect your retirement income and savings from market fluctuation and loss.

  • To help you achieve realistic and solid gains.

  • To protect inherited income from probate and certain tax consequences.

  • If desired, to create a guaranteed lifetime income stream.

  • If desired, to help protect income for Long Term Care purposes.

Our owner’s approach and experience

Brian Cronin has over 15 years of experience managing personal finances with a focus on fixed rate and conservative investment strategies. Early on in his career Brian managed the financial branch of a large national bank for over 5 years, generating ten’s of millions of dollars in revenue and ranking among industries top 1%. Since that time and for the last 10 years Brian has helped numerous individuals and couples save and protect millions of dollars in assets for retirement.
Brian has a very conservative approach to personal finances, retirement preparation and retirement growth. Brian is a no-fee adviser. A free consultation by phone or office is the best place to start. Brian’s first step with all clients is to complete a personalized and customized financial review.

Our product specialty includes but is not limited to

  • 401k/403b and retirement account rollovers and transfers
  • IRA and Roth IRA
  • Fixed, Fixed Indexed and Multi-Year Guarantee Annuities
  • Dividend paying and participating whole life insurance