Be Prepared to Retire
Have questions about investments, state pension, social security income or retirement planning? I can help.
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Have questions about investments, state pension, social security income or retirement planning? I can help.
Since 2009, Cronin Insurance Solutions Inc. helped create programs and portfolios to meet long-term financial goals.
We start with education; our initial consultations do not have a fee. We believe in helping our potential clients understand what they have and seeing if we are a good fit for their needs.
Once we analyze your goals and compare them to your current portfolio, we will then recommend an investment strategy designed to fit your retirement portfolio.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Michelle Graduated with her Bachelors Degree from San Diego State University in 2004. She began her career as a Retirement Planner in 2009, with a focus on Teachers and Education. She became highly versed in the California State Pension systems associated with district employees, CALSTRS and CALPERS. These systems presented many challenges and gaps for their members, and therefore a great need for assistance in planning.
Michelle’s first priority when working with clients is to educate them on what they have, she believes a clear understanding is a critical part of making a solid financial plan for the future.
Michelle has recently expanded her knowledge to help service clients outside of California with their pension planning and retirement needs as well.
Stephanie McDowell began her retirement planning career in 2013. With a focus on helping teachers and school employees throughout San Diego County plan for retirement, Stephanie became highly versed in the challenges associated with retiring as a public employee. In working with Stephanie you will find comfort in her education 1st and holistic approach to helping you be prepared for your retirement.
It is never too early to get started on your retirement plan. Tell us more about your goals, and we will get you started on a plan to achieve them.
CA License#0M32298 (619) 200-2767
Monday - Friday: 8:00am - 7:00pm
Saturday - Sunday: Closed
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