INDIVIDUAL financial planning services
Helping you to establish, clarify and pursue your goals starts with knowing exactly where you’re starting. Our services include:
– Financial Position Discovery –
Detailed evaluation of cash flow & net worth
Investment review & evaluation
Goal analysis: financial independence, retirement, college planning, bucket list checking, etc.
– Risk Mitigation –
Evaluation of life, disability and long-term care insurance coverage
Recommendations on any gaps in coverage with solutions provided
Evaluation of property & casualty coverage
Recommendations on any gaps in coverage with introductions to top P&C partners
– Estate Planning –
Detailed evaluation of Estate Plan
Recommendations on any estate planning deficiencies along with introductions to top Estate Planning Attorney partners
Assistance through the estate planning process
– Employee Benefits –
Company Retirement Plans
Analysis of plan and advice on how to maximize it
Company Medical Plan
Evaluation of the available plans and recommendations on which one to select
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.
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.
The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504
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