H2: How does the advisor help clients – Key Takeaways:
Crawford Financial Planning & Consulting is a leading financial services firm that offers professional and trusted expertise to help clients achieve their financial goals. With a team of experienced advisors, the firm takes a personalized approach to provide tailored solutions for each client’s unique needs and circumstances.
- The firm’s advisors have extensive knowledge and experience in financial planning and consulting.
- Clients benefit from dedicated and one-on-one attention to ensure their financial goals are met.
- Crawford Financial Planning & Consulting offers a wide range of financial services to help clients with all aspects of their financial journey.
Facts and Insights
Crawford Financial Planning & Consulting has been in business for over 15 years, serving a diverse range of clients from individuals to small businesses. With a strong track record of success, the firm has become a trusted name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 15+ years |
Financial Services Offered
Crawford Financial Planning & Consulting offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
Crawford Financial Planning & Consulting serves a diverse range of clients, including individuals, families, and small businesses. The firm takes a personalized approach to cater to the unique needs and goals of each client.
Fees & Compensation
The firm’s fee structure is based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more the client’s investments grow, the more the firm earns. The firm does not receive any commissions or third-party payments, ensuring transparency in its services.
Background
Crawford Financial Planning & Consulting was founded by John Crawford, a seasoned financial advisor with over 20 years of experience. With a strong passion for helping clients achieve financial success, John has built a team of experienced advisors who share his vision and values.
Financial Advisor Disclosures to Know
Crawford Financial Planning & Consulting is a registered investment advisor, meaning it is legally bound to act in the best interest of its clients. The firm has no disclosures or disciplinary actions against it, ensuring clients can trust the integrity and professionalism of its services.