Yes
Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Sudden Wealth ( Inheritance, Lottery etc), ESG Risk Management, Impact Investing
Crescent Capital Planning is an independent financial planning firm founded to help people make thoughtful decisions where money and values intersect.
The practice specializes in retirement income and comprehensive financial planning for successful professionals and retirement-minded individuals and families who have been historically underrepresented. Clients are often balancing career growth, family priorities, and a desire to enjoy life along the way. Many are approaching retirement or transitioning into it and seek clarity, confidence, and a plan that supports both today and the years ahead.
To learn more, visit www.crescentcp.com, connect with me on LinkedIn, or schedule an introductory conversation at www.crescentcp.com/schedule-appointment