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

Business financial planning services

Armed with abundant experience and resources – business owners, executives, and employees benefit from our services in the following areas:

  • Education in Owner & Executive Planning
    • High Net Worth Planning
  • Business Benefits
    • Retirement Plans:
      – 401k
      – Profit Sharing
      – Deferred Compensation
      – Defined Benefit
    • Group Health Insurance
    • Group Dental & Vision Insurance
    • Group Life Insurance
    • Group Disability Insurance
  • Business Purchase/Acquisition/Transition Consulting
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.
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Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
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Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
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Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

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