Retirement Instructor

Casey Croysdale, CFP®

About

As a CERTIFIED FINANCIAL PLANNER™ and independent financial professional with over 20 years of experience in the financial services industry as well as a degree in Business from Miami University of Ohio, Casey has a passion for educating and helping individuals and couples achieve their Retirement goals.

While a native Ohioan, Casey resides in Northern Kentucky with his wife, Magen, and dogs, Lennon, Lucy, and Ringo. He is also an Investment Advisor Representative (IAR) and Independent Agent (IA) maintaining multiple licenses.

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Don’t leave a comfortable retirement to chance, book one of our free classes today.

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We are an educational firm. The content of this material is derived from sources that are considered accurate. This material is not intended as tax or legal advice. For specific information relating to your situation, please consult your legal or tax professional. Neither the opinions expressed nor the material provided should be considered a solicitation for the purchase or sale of securities.