…
How does Crawford Financial Planning & Consulting help clients – Key Takeaways:
Crawford Financial Planning & Consulting is a team of financial experts that provide comprehensive financial planning and consulting services to clients. They have a wealth of knowledge and experience in various financial matters and are dedicated to helping individuals and businesses achieve their financial goals.
Their approach is tailored to each client’s unique needs, and they work closely with them to develop a personalized financial plan. They also provide ongoing support and guidance to ensure that their clients stay on track with their financial goals.
Facts and Insights
Crawford Financial Planning & Consulting has been in business for over 10 years and has a team of 5 experienced financial advisors. They have successfully helped hundreds of clients manage their finances and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 5 | $100 million |
Financial Services Offered
Crawford Financial Planning & Consulting offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning for individuals and families
- Retirement planning and management
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning and management
- College planning
- Business financial planning
- Employee benefits planning
Client Types
Crawford Financial Planning & Consulting works with a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- High net worth individuals
- Non-profit organizations
Fees & Compensation
Crawford Financial Planning & Consulting is committed to transparency when it comes to fees and compensation. They offer a fee-only compensation structure, which means they do not earn commissions or other incentives for recommending certain financial products or services. Their fees are based on a percentage of assets under management, and they do not charge additional fees for financial planning services.
Background
The team at Crawford Financial Planning & Consulting has a combined experience of over 50 years in the financial industry. They are highly qualified and hold various certifications and licenses, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
Crawford Financial Planning & Consulting takes the responsibility of being a financial advisor seriously and adheres to the highest ethical standards. They have no disciplinary actions or disclosures on their record, and they strive to maintain a good standing with all regulatory bodies and organizations.