The Crew Experience

Through a series of conversations, we will help build you and your family a financial plan to understand the accessibility of your goals and how to achieve them. This wholistic approach will shine a light on areas of strength in your plan and areas to improve upon.

Retirement is uncharted water for many. The experience is unique to everyone as well. We will help you understand the steps to be taken prior to retirement so you can enjoy your newfound freedom. We will help ensure once your paychecks stop coming, your finances can keep your ship afloat.

We will help ensure your assets can be passed along to your loved ones or donated to charity in the most efficient way possible. Proper titling is important to avoid probate, which involves lengthy legal issues, and can often be expensive.

We do not sell insurance, or any other products, but will help make sure you get in touch with a trusted contact we deem necessary. While you hope to never have to use insurance, when something bad happens you’ll be grateful to have proper coverage whether that be auto, health, home, long-term care, or anything else.

It’s your hard-earned money, let us help you keep it in your hands. We will help you navigate the difficult tax rules to mitigate tax burdens. From tax-loss harvesting to understanding how exercising stock options affect your tax rates, we will help provide clarity and a plan forward. We cannot file your taxes, but we can help make them as simple as possible.