Our Services
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.
We can work on a fee-only or commission basis, depending on your preference. Among the services we specialize in:
◇Investment Management
- IRA’S (Roth, Traditional, Rollover, Beneficiary)
- Tax Efficient Investing
- Inheritances
- College Savings
- Small Business Retirement Plans (SEP, SIMPLE, 401(k))
- Employer Plan Account Rollovers
◇Financial Planning
- Retirement Planning
- Pension Option Analysis
- Social Security Planning
- Business Succession
- Tax Efficiencies
- Comprehensive Financial Planning
◇Estate Planning
- Inherited IRA’s
- Beneficiary Designation
- Will Substitutes
- Legacy Planning
- Tax Efficiencies
- Charitable Planning
◇Insurance
- Life Insurance
- Pension Maximization
- Business Continuation
- Long Term Care
Your Financial Journey
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.
An Alliance of Independents
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.