Custom planning
Personalized financial plans shaped around individual goals.
Crown Wealth Strategies
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About Crown Wealth Strategies
Customized financial planning and investment management are central offerings. Plans may address asset allocation, risk management, tax diversification, distribution strategies, and money management, alongside estate, legacy, and charitable planning. Business owners can get help with business planning, executive compensation, succession, exit strategies, and retirement plans, including 401(k), SEP, and SIMPLE IRA plans. The firm also serves retirees, physicians, and families, with planning tailored to differing financial circumstances and goals. Its ongoing client support includes account reviews, financial plan updates, investment updates, educational resources, and access to account information through a personal financial interface. Group benefits are also offered, including health, disability, life, dental, and vision coverage. The business is based in El Paso.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Asset allocation and ongoing risk management support.
Retirement plans
401(k), SEP, and SIMPLE IRA planning for clients.
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