What We Do: Consulting - Financial Planning
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:
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:
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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