(888) 5WE-PLAN info@unique-planning.com

Personalized financial planning for unique needs is our foundation. We are dedicated to making numbers friendly and to simplifying the complexity of investments for both business owners and individuals through evaluation, education, and empowerment.

Reference

To verify our services and licensing, you may visit BrokerCheck’s page here.

 

BUSINESS OWNERS

Your business is more than just what you do each day, it’s how you provide for your family and achieve the success that’s personal to you.

Serving small to medium sized businesses, we understand your position in the workplace and how you want to be able to streamline your employee offerings, as well as prepare for your future. Does this sound like you?

INDIVIDUALS

You’ve worked hard over the course of your professional career, but now you want to start planning for the next big milestones in life. This phase is different for everyone, but it’s a great place to start when planning for you and your family.

Things like a child getting ready for college, your health concerns, checking locations off your travel list, or locking in investment properties are some of the things you’re thinking about.

what we stand for

With Unique Planning, you will get…

Integrity | Responsiveness | Knowledge | Guidance | Simplification | Collaboration | Friendship | Honesty | Confidence

Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Derek Turnbull is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.
-------
Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
-------
Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
-------
Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

Contact Us

3 + 7 =

© 2020 Unique Planning