Sail Into Financial Flexibility
Croker Group is a goal-based wealth management consulting firm. Our financial professionals make strategic and creative plans to systematically help accomplish your goals, while ensuring your family is protected from the unimaginable.
Our Services
Croker Group is an independent wealth management consulting and insurance solutions firm that works with you to dissect your overall portfolio to identify any inefficiencies and gaps. Once our team has properly analyzed your current portfolio, we build out a custom list of funds, services, and products, offered through Lincoln Investment, to help you achieve your specific goals. Our most fundamental practice at Croker Group is our ability to leverage your short-term risk to help achieve your long-term goals. Our financial advisors work with you to create a custom goal-driven plan with personalized investments. We grow when you grow.
Financial Planning
A financial plan helps keep you on track to a more successful retirement and helps you be prepared to navigate the ebbs and flows of the market.
Business Planning
Our team at Croker Group is dedicated to maximizing your business’ growth by building out a comprehensive plan and pursuing tax-advantageous strategies.
Retirement Planning
Our advisors sit down with you to understand your goals and build out custom financial plans that help you reach your goals.
Risk Management
We thrive at safeguarding your family and assets from the unimaginable. We work to discover and mitigate possible risks that could leave you and your family vulnerable.
Accountable Team Advocating For You
Who We Serve
Our advisors serve a broad range of clients around the country. What makes Croker Group stand apart from the rest is we make custom portfolios depending on where you live. If you're in Omaha, Nebraska, we have the ability to build you a bond ladder with Omaha Municipal Bonds. If you're in Iowa, we can build you a Des Moines municipal bond ladder. These are just some examples of what we can do, as we have clients all over the country where we have developed a customized plan with personalized investments; not cookie-cutter portfolios that are not unique to your goals. Our goal as a team when building our client’s portfolios is to sit down and learn about you, your family, your goals, the timeline of the goals, and what we can do to help you achieve those goals.
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Business Owners
We assist business owners through the purchase, execution, and exit of a business while also preparing for retirement.
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Pre-Retirees
We put your current assets to work to help build your wealth.
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Retirees
We work with retirees to help their money last through retirement, and help their beneficiaries get the most amount of assets possible.
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Educators
We work with educators to guide them through state pension programs, start a 403(b), and other retirement funds to help reach your goals.
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Private Client
We specialize in managing wealth for high-income individuals who need intricate complex solutions.