Financial & Retirement Planning

At Crestview Capital Management, both Financial and Retirement Planning are the foundation for how we serve you. It starts with spending the time to learn about you, your family and long-term goals. Once we have a thorough understanding of your various dreams and goals, we create customized plans with actionable steps to help you stay on track to reach them. Our plans encompass every aspect of your life including your:​

  • Investments
  • Savings
  • Social Security
  • Pre and post-retirement expenses
  • Family situation
  • Insurance
  • Taxes
  • Real Estate
  • Estate and Legacy planning

Our planning process addresses several key topics and questions relevant to every investor, such as:

  • Are you on track to retire comfortably when you would like to?
  • Are you invested efficiently in terms of the risk you can take for your age and the returns you need to achieve each year?
  • Do you have the assets and income to live life on your terms in retirement?
  • If we experience another 2008-2009 Financial Crisis-like scenario, will you be okay?
  • When was the last time your estate documents were reviewed or updated?