We provide Independent Financial Advice

For Small-Business Owners

Unique Dreams and Challenges

As a small-business owner, you have big dreams for your future and that of your business. You also face unique challenges regarding issues like retirement planning and ensuring your business is protected in the event of a death. That’s where we can help.

At Crawford Financial, we understand the challenges of preparing for your business future while balancing the daily needs of your clients. We can help you develop a holistic financial strategy so you can feel confident about your financial and retirement future.

We Can Help With:

Retirement Planning

Contribute to your employees’ retirement savings as well as your own through a 401(k), SEP retirement plan or Simple IRA.    

Profit Sharing

Implement incentive plans to help reach your business goals.

Non-Qualified Deferred Compensation Plans

Do you have a written plan, including payment amount and schedule?

Key Man Insurance

If a key member of your business passes away, is your business protected?

Buy-Sell Agreements

If your business partner decides to leave, what happens to their share of the business?

As a small-business owner, you’ve got a lot to focus on.

We can help address your unique challenges and develop holistic strategies so you can feel confident in your future.
For more information about any of our products or services, schedule a no-obligation meeting today.

Or give us a call at 816.255.9440.

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. 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.

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