Services

We Empower You and Your Family

At CRI Financials, we provide structured financial solutions designed to support individuals, families, and aspiring entrepreneurs. Our services are organized into focused categories so you can easily explore the areas most relevant to your goals. Each service is supported with educational video content to help you understand your options clearly.

Personal & Family Financial Planning

Life and Family Insurance

Personal financial planning begins with understanding your goals, income, responsibilities, and future priorities. We develop needs-based strategies that support protection, savings, and long-term stability, adapting as your life evolves.

Retirement Planning

Retirement planning requires thoughtful preparation for longevity and changing income needs. We help design diversified strategies that may include retirement accounts, investments, pensions, and Social Security planning to support financial confidence in retirement.

College Planning

College education can be a significant financial commitment. We help families plan funding strategies that balance education goals with affordability and long-term financial well-being.

Annuities

Annuities are structured financial contracts designed to provide consistent income, often during retirement. We help determine whether annuities align with your income and long-term planning goals.

Tax Optimization

Tax optimization strategies focus on tax diversification and minimizing potential future tax exposure. Our planning supports long-term efficiency in changing tax environments.

Mortgage Protection Insurance

Mortgage Protection Insurance helps ensure your family can maintain their home if the policyholder passes away before the mortgage is fully paid. Coverage is structured to support housing stability during difficult times.

Health Insurance

Long Term Care

Long-term care planning prepares for future healthcare needs such as nursing home care, assisted living, or home health services. We help explore coverage options that support dignity and financial protection.

Medicare Advantage & Supplements

Medicare Advantage and Medicare Supplement plans help cover costs not included in Original Medicare. We guide clients through eligibility, coverage differences, and plan selection.

Affordable Care Act (ACA) Plans

ACA plans provide access to affordable healthcare through the Health Insurance Marketplace. We assist with plan selection, enrollment, and understanding coverage options for individuals and families.

Travelers Insurance

Travel insurance provides medical and emergency coverage while traveling outside your home country. We help arrange coverage that protects you during international travel.

Estate Planning and Legacy (Will & Trust)

Estate planning focuses on managing and transferring assets in the event of incapacity or passing. Planning may include wills, trusts, powers of attorney, and healthcare directives to help protect your legacy.

Financial Review & Business Opportunity

Free Financial Health Check

Our Free Financial Health Check provides a structured review of your financial position. We assess needs, suitability, and affordability to identify opportunities for immediate and long-term planning.

Business Opportunity

For individuals interested in entrepreneurship, we offer a low-risk opportunity within the financial services industry. No prior experience is required. With training, mentorship, and support, you can begin part-time with the potential to grow into a full-time career.