Your Dreams Matter
At The Crane Financial Group, our clients are like family, and we work hard to help you pursue your ideal retirement. Using a variety of investments and insurance products and services, our team of financial professionals will help you create a comprehensive retirement strategy designed to meet your goals. We’ll be with you every step of the way, helping you stay on track as you implement the strategy and making any necessary adjustments along the way.
The Crane Financial Group Process
“One of the worst things you can do is to handle another person’s money without respect for how hard it was to earn.”
— T. Boone Pickens Jr.
Our Unique Approach
At The Crane Financial Group, we understand that your life is unique — and so are your goals and dreams for the future. By offering a comprehensive range of investment and insurance products, we design financial strategies tailored to help you meet those goals. We provide you with honest, straightforward advice and help you find the right solutions to match your unique needs.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide advanced services in:
Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at 352.368.9001.