We offer a variety of services at Crew Wealth Management and make them flexible to fit your lifestyle.
Here is a glimpse of what we offer — call us today or schedule a Fit Meeting for more details.
Portfolio Management Services
- Basic Financial Overview
- Annual Portfolio Review
- Aggregation of Accounts
- Monitoring of Required Minimum Distributions (RMDs)
- And more — Call Us Today for More Details
Financial Planning Services
We focus on formal financial planning in one of two forms:
Focus Plan
A Focus Plan includes review of income, basic budgeting, emergency funds, and one other topic of your choice from the Additional Services list below.
Total Wealth Plan
A Total Wealth Plan encompasses all of the items from the Additional Services list below.
Additional Services
- Estate Planning
- Insurance Strategies
- Investment Strategies
- Lifestyle Strategies
- Money & Budgeting
- Legacy Planning
- Retirement Planning
- Tax Planning
- And more!
