We are Financial Professionals
Financial & Insurance Services
Whether you are in the asset building phase or are already retired, we can help with:
- Investment strategies to meet your short-term and long-term needs
- Income planning including annuities tailored to meet your specific needs
- Asset protection and accumulation strategies
- Retirement planning providing you with a comprehensive plan and detailed timeline as you reach certain milestones
As a fiduciary, we are legally obligated to put our client’s interests first. Our plans are unique to the clients that we serve. Each one is customized to fit your individual and family needs, as well as the needs of your small or large business. The first step in working together is to complete the color of money risk analysis by clicking here.
*Insurance offered through Cratty & Swanson Insurance Services
Retirement Planning
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Tax Planning
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%% , we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Investment Management
At Cratty & Swanson Advisors L.L.C., we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.
Wealth Management
During our discussions, we encourage clients to carefully evaluate their risk tolerance and to develop an overall financial strategy that balances potential safety and growth. From our discussions and examinations, we’ll work with you to utilize retirement products and strategies designed to help protect, preserve and enhance your wealth.
Social Security
There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!