What We Do:  Consulting - Financial Planning

Financial Planning

​"People who have a plan for their financial future are usually much more confident about retirement than those who make on-the-fly financial decisions as the need arises."

While our tax planning services help you minimize your tax burden over the period of several years, taxes are only one piece of your financial puzzle. 

Financial planning is all about helping you identify and articulate your major lifetime goals - short-term, intermediate-term, and long-term - and then developing a plan to help you achieve those goals.  

​Our focus is on areas such as:

• retirement planning
• planning to finance children's or others' education
• overall investment strategy
• insurance needs

• debt management
• charitable planning
• estate planning
• planning for the life cycle of your business, if you are a business owner

We'll get together as often as you like to assess progress against the plan, and we're available in between visits should you need to talk or ask a question or change something about your plan. 

Donald Crane uses his experience and his Masters in Financial Planning to help you achieve your goals.

  
Meeting our clients' specific financial needs every day.  Call now for your free consultation - 603.788.4928