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

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

 

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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