Wise Words from a Very Successful Investor "Wonderful castles, surrounded by deep moats where the leader inside is an honest and decent person.

Preferable, the castle gets its strength from the genius inside; the moat is permanent and acts as a powerful deterrent to those considering an attack; and inside, the leader makes gold but doesn't keep it all for himself."
-Warren Buffett
Financial Coaching Spend less than you earn and invest the difference wisely Learn More Mortgage Protection Take an important step now to help protect your home Learn More Business Planning Life insurance can play an important role in a business succession plan Learn More Tax Free Retirement Have greater flexibility over which dollars to use during retirement Learn More

Welcome to LaCroix Wealth Management Group

John LaCroix Headshot

John M. LaCroix, MBA
Founder and President

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.

We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.

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