One Agenda - Yours.
Helping you achieve your goals through passion, Simplicity, and transparency.
Share
Our first and most important goal as a team is to get to know you and your family and share about our lives as well.
Understand
Once we understand what you want your future to look like, we will build a financial plan together for achieving those goals.
Take Action
Finally, we will help you put that plan into action and be there every step of the way.
The Difference Is
In The Crew
Crew Capital’s founding principles are PASSION, SIMPLICITY, and TRANSPARENCY.
We left large financial institutions because our main priority is personal. Helping you and your family reach your financial goals is why we got into the business in the first place.
Our Services
Financial Planning
Putting together a plan to understand the accessibility of your goals and how to achieve them.
Tax Planning
We will help you navigate the difficult tax rules to mitigate tax burdens. We cannot file your taxes, but we can help make them as simple as possible.
Retirement Plnanning
Understanding what needs to be accomplished to retire and how your finances will work after your paychecks stop.
Estate Planning
Ensuring your assets can be passed along to your heirs or donated to charity in the most efficient way possible.
Risk Management & Insurance
We will help you navigate the difficult tax rules to mitigate tax burdens. We cannot file your taxes, but we can help make them as simple as possible.
How we are different
We are Fiduciaries
The most important word in the financial dictionary. Fiduciary means we MUST put the best interest of you, the client, above all else. We are fiduciaries by law and by commitment. Not all advisors or firms abide by this standard. It is important you ask your advisor if they are hold a fiduciary standard by law.
Fee-Only Advisors
The cost of our business is transparent. We charge zero commissions. No pushy calls to buy insurance or an investment product. We make our money based on an agreed upon rate for the assets we manage.
Legacy Planning
Your money lasts a lifetime, and so should the relationship with your advisor. We have a plan in place to make sure you and your family are taken care of for generations to come.
Shared Trust
The number one goal for financial advisors is to build your trust by getting to know everything about you as a client. Here at Crew Capital, we believe trust is strongest when you know our family as well as we know yours
Credentialed Staff
Now, this could just mean that we are good at taking tests. But if these credentials didn’t mean much, then everyone would have them. We put the time and effort into obtaining these credentials to ensure you receive the highest quality service we can provide.
Stay informed with bi-monthly updates
from the Crew.
Helping You Achieve Your Goals Through Passion, Trust, And Transparency.
© Crew Capital 2024 - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.