Crawford Financial

At Crawford Financial Planning, we believe that choosing a financial planner may be one of the most important financial decisions you make for yourself and your loved ones. A financial planner can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A competent planner can play a central role in helping you meet your life goals and achieve financial well-being.

Our team of CERTIFIED FINANCIAL PLANNER practitioners is dedicated to providing personalized financial planning services that cater to your unique needs and goals. We take the time to understand your financial situation, identify areas for improvement, and develop a comprehensive plan that addresses your current and future financial needs.

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

Why Choose a CERTIFIED FINANCIAL PLANNER Practitioner

Many people think all financial planners are "certified, " but this isn't true. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks. Requirements for earning certification include Education, Experience, Examination, Ethics, and Continuing Education.