At Crosby Incorporated we work with you to optimize business and individual financial programs for maximum wealth accumulation, wealth protection and tax efficiency while keeping an overall focus on what is important to you, your family and your business.

We provide relevant information. You decide.

Our Services

 

Individual

 

Wealth Creation & Management

Liquidity - Access to cash

Retirement

Wealth Protection

Living Benefits - Disability or Critical Illness

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Business Planning

 

Retirement Planning

Executive Compensation and Investment Planning

Employee Benefits

Risk and Estate Planning

Business Succession and Continuation

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Consulting

 

We provide a wide range of expertise in reviewing employee benefit and group savings plans, individual and corporate insurance programs, shareholder buy/sell agreements and individual and corporate investment and savings plans.

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