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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.

Your Goals Matter

Retirees

Retirees today need to think about how they will enjoy their next 20 or 30 years or more. CR Financial can offer peace-of-mind by developing and monitoring comprehensive…

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Pre-Retirees

Those last few years before retirement often present an opportunity to aggressively build a nest egg. CR Financial will help you secure your retirement, while leaving enough to…

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Young Families

For young families, new complications are added to the task of building a career. As families consider setting aside college savings for their children, CR Financial can…

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Contact Us Today for Your Free Consultation! 

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Our Services

Medicare Supplemental Insurance

Are You Paying Too Much for Healthcare? If you believe the answer could be “YES”, it may be worth your time schedule a free consultation with us today! You will receive valuable facts from us about the benefits… Read More

Social Security Planning

Some believe that Social Security may go the way of the dinosaur before long. But for now, it is one of the most important sources of retirement income. With 10,000 Baby Boomers turning 62 every day, we get… Read More

Wills, Trusts, and Estates

Understanding the Differences Between a Will and a Trust Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes, and both… Read More

Final Expense Life Insurance

Help Lift the Burden of Final Expenses Help lift the burden of final expenses from your loved ones with a guaranteed life plan that you cannot be turned down for regardless of your health. The average price of… Read More

IRA, 401k, and 403b Rollovers

Is a 401(k) Rollover Right for You? When you left your old job, did you leave your retirement savings behind? Give your money a fresh start by rolling it over into an IRA. What you Gain from a… Read More

Long Term Care Insurance

The Facts 84% of Americans have had at least some experience with nursing homes — either as a patient or a visitor, and 46% say a family member or close friend has been in a nursing home in… Read More

How to Find Us

CR Financial Services
33400 8th Avenue South #132
Federal Way, Washington 98003
Phone: (206) 429-3694
Email: chucksampair@crfinancial.com

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