Our Client's Best Interest is our First Priority

CRA Financial, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's wealth.
Investment Planning
Portfolio development and management through asset allocation and securities diversification.
Education Planning
Estimation of potential future costs of education, especially college tuition savings, the exploration of alternatives, and the implementation of various financial strategies for funding to achieve your specific goals.
Retirement Planning
Creation of goal-oriented, financial planning strategies to help assure worry-free retirement years.
Tax Planning
Utilization of specific, technical knowledge of the federal and state tax codes as background for planning to optimize tax efficiency.
Estate Planning
Formulation of a combination of financial strategies in concert with your legal counsel, including trusts, life insurance, and gifting to reduce the taxability of your estate, preserve family wealth, and facilitate business continuity.
Insurance Planning
Development of a comprehensive insurance plan to protect your family from severe financial loss and ensure that they are adequately protected; includes, but is not limited to, life, disability, and long-term care insurance.
Concierge Services
A specialized service that caters to uniquely successful individuals and their families, such as lottery winners and professional athletes. Providing customized strategies for wealth growth, capital preservation, cash flow management, budgeting, business consulting, insurance protection, tax advisory, forecasting and many other services to protect and grow net worth.

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CRA Financial Advisors