Who We Are

CR Financial Services is a full service, insurance and retirement planning company serving the Puget Sound area. CR Financial Services provides retirement and income planning to families and individuals of all ages.

Whether you are currently enjoying retirement, nearing retirement, or you are younger and just starting to plan for your future, our mission is to provide you with safe and innovative financial strategies. CR Financial Services will assist you in providing financial solutions to improve your quality of life and help you with your financial goals.

Life insurance can also play a vital role in protecting your loved ones from an unexpected loss of income. Because we are an independent agency, we have access to most of the life insurance plans approved in Washington State. We can help you find the right plan to fit your specific needs. Making strong commitments to our clients and building life-long relationships are tenets of success at CR Financial Services. Our motto is “safely building and protecting wealth” and we are always at your service.

After a thorough and careful financial discovery with you, we analyze your personal financial situation—tolerance, time horizon, liquidity needs, and retirement goals—and create a retirement and insurance plan that is unique to your situation.