Broker Check
Charitable Giving: Smart from the Heart Estate Management 101 Your DNA Test What Smart Investors Know

Does your portfolio fit you?

Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.

Does My Portfolio Fit Me?

Who We Are

We aren't tied to products or services from a single company or family of companies, but we are free to find those products and services that may be most appropriate for our clients.

Learn More

eMoney

Access eMoney Now!

Go to eMoney

Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow

Latest Market Commentary Sign Up

 

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative and securities offered through LPL Financial, member FINRA/SIPC. Madeline Alcorn, CA Insurance License #0K84677 is a Registered Assistant and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.

Investment Advice offered through Crew Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY.