Fred Croy
Fred has extensive experience within the business industry. Among other business avenues, he owned and operated seven restaurant venues. In addition, he is the Past District Governor of Rotary International (District 5180, 2000/01).
Fred has a special interest and unique ability in helping business owners in transition. He takes business owners and employees through all stages of the “Employee Financial Resource Program®”; recruiting, rewarding, and retaining of employees to business continuation and exit planning for business owners. Fred’s personal and professional experience makes him uniquely qualified to understand the needs of those who have been and are business owners.
He is experienced within the following categories, but not limited to:
- Wealth accumulation and transferal;
- Retirement distribution strategies;
- Long term care planning;
- Risk management strategies;
- Business continuation and exit planning; and
- Executive and group employee benefit solutions.
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