Placing your Trust
We understand that trust is of the utmost importance in maintaining a productive client-advisor relationship. Our team follows our core values of Integrity, Commitment, “I consider myself an educator and guide, walking clients through the financial planning process. I want to help people on their way toward financial security.” ~ David Crawford, Crawford Financial Planning
David Crawford has been in the financial services industry since 1986, helping clients create and achieve their financial planning goals while providing the support and guidance they need. He excels at providing comprehensive financial plans and strategies to individuals, families, and small business owners. David earned a bachelor’s degree in business administration from Idaho State University. In addition, he holds FINRA Series 6, 7, 26, 63, and 65 licenses, as well as the Certified Financial PlannerTM professional (CFP®) certification. He is also a member of the Clearwater Estate Planning Council. In his time away from the office, David enjoys spending time with his wife and two sons and being involved with many community activities and clubs. He serves as a licensed youth soccer coach and is a member of the Idaho Department of Insurance Test Review Committee.
Our mission is to help individuals, families, and small business owners chart a financial course that will allow them to enjoy life today while planning for a comfortable tomorrow. At Crawford Financial Planning, we believe your financial planning experience is a journey, not a destination. We work together with you to create a comprehensive plan that accurately identifies your financial goals. This plan is regularly reviewed, monitored, and changed accordingly to help ensure the achievement of your goals.
Our services are structured to follow you through your life, shifting assets as you move closer to retirement. We specialize in structuring comprehensive financial plans utilizing investment management techniques including portfolio allocation, risk tolerance assessment, and diversification. We also incorporate retirement planning strategies and life insurance options. Small business owners turn to us to manage their retirement plans, including 401(k)s, profit sharing programs, SIMPLE IRAs, and more.
As an independent financial services firm, we are not affiliated with any insurance or investment companies, so we are truly objective in the advice we give and the products we recommend. We are aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. With Cambridge, we offer you the objectivity of working with an independent financial advisor combined with the ability to access a wide range of diversified financial services and a wealth of investment resources.
Contact Dave at 208-743-6716 to learn how Crawford Financial Planning can help you through your financial journey.
Crawford Financial Planning
PO Box 1461 | 1630 23rd Avenue, Suite 101B | Lewiston, Idaho 83501
Phone: 208-743-6716 | Fax: 208-743-6716
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Crawford Financial is independently owned and operated. V.CIR.0314 Crawford Financial Planning