Optimize your life in retirement! Comprehensive retirement and Estate Planning services.
Hi my name is George Alan Crawford, friends and family call me Alan. I’ve been in financial services for more than 35 years and started my own retirement advisory firm 3+ yrs ago. You’ll find me to be very relaxed and easy-going yet very inquisitive, frank and honest. I care a lot about my clients, and really I care a lot for everyone, I want you to get great accurate information and make great well informed decisions that make a significant impact on the quality of your life.
“Retire Secure” is my comprehensive planning process designed to make your retirement journey easier, more organized, and more effective. You’ll get clear answers to your retirement questions, and you’ll see how they all work and fit together.
I’ll help you create a plan (or review yours) to maximize your income, minimize your taxes, and build greater wealth. You’ll know the best strategy for your Social Security, know where to put your money and how long it will last, address future tax “bombs”, find your best medical and long term care strategy, take care of your surviving spouse or family/loved ones, and know your plans for retirement, such as travel and family, are secure. You will also realize additional security by addressing your estate planning needs, trusts, wills and medical and financial Powers of Attorney.
My process is designed so you truly “Retire Secure”. You’ll sleep well knowing your financial freedom in retirement is well planned and secure.
You’ll receive clear, transparent pricing with no investment minimums, flexible fee-based compensation structures, as well as single plans/review and short or long term planning, to best suit your needs. Will and Estate Planning services offered with simple transparent pricing.
As a fiduciary, I’m legally and ethically bound to act in your best interest, every time. Let’s make your dream retirement a reality.
If this sounds good and appeals to you, let’s connect. Let’s set up a time to talk and see if we’re a good fit.
Thanks for reading, and know even if we don’t work together, I’m always wishing you the best.
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