ContacT US

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

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?