Financial Planning & Personal Money Management

Peter J. Creedon CFP®, ChFC, CLU Founder and CEO of Crystal Brook Advisors 

ü   Gain  control  of  your  current  financial  situation  ü   Have  adequate  protection  for  the  what  ifs  of  life  ü   Accumulate  money  for  a  major  expense  such  as  a  new  home,  education,  business    

ü   Manage  taxes  and  harvest  tax  loss  ü   Define  and  manage  stock  options  

ü   Achieve  financial  independence  and  stability  for  a  fulfilling  retirement  ü   Preserve  your  wealth  in  retirement  

WE  MAKE  FINANCIAL  PLANNING  CRYSTAL  CLEAR  WE  MAKE  FINANCIAL  PLANNING  CRYSTAL  CLEAR  

Mechanics of Financial Planning

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

Financial Independence/

Retirement

Wealth Preservation

Wealth Accumulation

Current Finances

Adequate Protection Income

Taxes

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

Defining The Mechanics of Financial Planning

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

Financial Independence/

Retirement

Wealth Preservation

Wealth Accumulation

Current Finances

Adequate Protection Income

Taxes

Key Money Questions Ø  Where  do  I  start  and  how  do  I  keep  on  track?  

Ø  Where  am  I  now  financially?  

Ø  How  much  money  will  I  need  to  meet  my  objective?  

Ø  How  much  time  do  I  have?  

Ø  What  can  I  do  now  to  achieve  my  objectives?  

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

ü  Financial  current  position  ü  Protection  planning  ü  Asset  management  and  asset  allocation  

ü  Accumulation  goals  

ü  Education  goals  ü  Income  tax  planning  

ü  Financial  independence  and  retirement  

ü  Wealth  management  and  estate  planning  

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

Advisory Relationship Options

Partnering with us

Ongoing assistance & advice

Flexibility to revise your plan according to changes in your life

Review manage investment account performance and show the progress toward your goals

Address related account issues

Consultation

On a needed basis

Planning Services upon request

Review of account performance

Address related account issues

We’ll take action to help you meet your goals and review your progress on an ongoing basis.

WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

We will select three individuals every week and give a complimentary personalized

consultation from the Savvy Experts!

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Contact us at: info@crystalbrookadvisors.com  or schedule a free consultation: www.booknow.so/crystalbrookadvisors

Crystal Brook Advisors will help you reach your financial goals with personalized service.