Monthly Booklet

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LIFE Purchasing Life Insurance with QUAD:

Could a permanent life insurance policy be right for you? Permanent life insurance isn’t right for everyone, but with this 16-page guide, you can learn more about it, including:

  • When it may make sense to purchase permanent life insurance with your qualified funds
  • Possible benefits that could help your beneficiaries
  • How a financial professional can help you with the decision-making process

What you can expect:

Our seminars focus on common financial concerns that individuals and families face in retirement, like:

Ways to create income to help support your desired lifestyle

Tax strategies you can use to potentially reduce your tax bill

Unique challenges women face when planning for the future

Upcoming Events:

Retirement Planning Today Class

Thursday, September 30th & Thursday, October 7th
6:00-8:00 p.m. Central at NIU Naperville Campus

Class Code: NCHM11

Advanced Retirement Planning Today Class

Saturday, October 2nd
9:30 am-2:30 pm Central at NIU Naperville Campus

Class Code: NCHM11

"The 5 Easy Steps to Disarm The New Retirement Savings Time Bomb" with IRA Expert Ed Slott

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Register now!

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Special Event with Ed Slott

Rey Cruz Investments & Wealth Management is pleased to welcome Ed Slott, America's IRA Expert, to discuss the 5 easy steps to disarm "The New Retirement Savings Time Bomb". ­

Created specifically for members of Ed Slott's IRA Elite Group, this presentation will explain how you can take financial control, avoid unnecessary taxes, and combat the latest threats to your retirement savings.

Times are very limited, so make sure you click "REGISTER" on the banner below to reserve your spot.

Meet Rey Cruz

As the owner of Cruz Investments & Wealth Management, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

As the creator of the “Cruzing into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach each client’s desired retirement and financial goals and who has a team in place for communication and execution. Clients will find all of that at Cruz Investments & Wealth Management.

Rey holds the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation and has a bachelor’s degree from Aurora University. He holds Series 6, 7, 24 and 63 securities registrations as well as life, health, long-term care and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona and North Carolina.

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Don’t forget to listen to Rey Cruz on the radio!

Tune in to hear “The Financial Expert of The River” on 95.9 The River at 7:20 a.m. the second and third Fridays of the month and at 6:15 a.m. the second and fourth Sundays of the month.

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Ready to learn more about preparing for retirement?

605 N. Broadway | 2nd Floor
Aurora, IL 60505
630-897-0333 | Service@ReyCruz.com

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Investment advisory services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Ed Slott’s Elite IRA Advisor Group, Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS.

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Neither the firm nor its agents may give legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.