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Jason K. Crane
Financial Advisor
CFP®, JD, CKA®, AEP®
My Approach
My team is relational and we work alongside our client families to help establish goals ranging from retirement to generational legacy. We monitor progress towards those goals and actively identify opportunities for improvement and avoiding future pitfalls; and do so with transparency and consistent communication. We aim to provide a white glove level of service and attention to everyone who works with us. Clients who work with me have access to the 60+ years of finance industry experience and credentials of my entire team. I earned my law degree in 2009 where I focused on estate planning, and shifted into finance in 2012; since then I have earned the Certified Financial Planner®, Certified Kingdom Advisor®, and Accredited Estate Planner® designations; I am committed to consistent education to better service my clients' complex needs and goals. I would love the opportunity to help you solve for today's needs and tomorrow's goals!
The Clients I Serve
Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Career Changes or Job Loss, Dept of Energy Benefits, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I strive to understand my client's values. I begin with a deep dive on my client's current financial situation and their goals, needs, and desires. I engage my entire team to identify risks to their financial wellbeing and develop solutions that maximize tax efficiency and move the needle forward towards accomplishing the client's goals. My team also looks to future-proof the client's portfolio by identifying tomorrow's risks: are you subject to the "tax bomb" that looms over many higher net worth retirement savers? Is there opportunity for streamlining portfolios for tax efficiency or tax alpha generation? Are there generational considerations or opportunities we need to address alongside your tax and legal professionals? All of these and more are ways my team and I seek to shore up and improve our client's finances, while taking on those complex tasks to simplify your financial life. I'd love the opportunity to chat and see if my team and I would be a good fit for your needs!
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.