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Focused Plans To Address Specific Needs
A Smart Way To Address Your Financial Issues

While Crescent Wealth Counsel believes that most wealthy individuals need the ongoing advice and discipline of a professional investment manager. In certain instances individuals need assistance with only a single financial issue. Our Focused Plans are a way to tap our financial planning experience to address one or even two complex issues without creating a comprehensive wealth management plan or managing your portfolio. A Focused Plan is right for you if:

 

  • You want a plan for funding a particular goal, such as paying for your child’s college education or caring for a family member after you’re gone. Do you need an independent assessment of another advisors proposals or recommendations? Want detailed research on specific companies, industries or ideas?
  • You are selling a business and need an estate planning strategy to transfer assets tax-efficiently
  • You enjoy managing your own investment portfolio but would like a detailed retirement plan projection to assess the risk of running out of money in your 70s, 80s and beyond. Our Focused Plan program will provide you with in-depth analysis and prudent solutions to resolve your concerns about a specific area, giving you greater confidence about the future.