Your Goals

Unique Financial Planning Solutions for You

When it comes to getting financial planning help, knowing where to start can be the hardest part of the process. Is it saving? Is it investing? Is it budgeting? Insurance? Taxes?

The truth is that comprehensive financial planning begins with you. It begins with your current financial circumstances and your goals for your future, financial and otherwise. CR Financial Services understands that the most important word in “personal financial plan” is “personal.”

Since 2004, CR Financial Services has been serving people across the Seattle-Tacoma metro area who want to know that they are on the right track. We have helped people in every stage of life with objective financial planning solutions. We serve people in every stage of life, offering strategies tailored to both their immediate needs and their long-term interests. Our clients include:

Retirees today need to think about how they will enjoy their next 20 or 30 years or more. CR Financial Services can offer peace-of-mind by developing and monitoring comprehensive plans to maintain their lifestyle during retirement, as well as developing investment strategies to ensure that their retirement savings last their lifetime.

Those last few years before retirement often present an opportunity to aggressively build a nest egg. CR Financial Services will help you secure your retirement, while leaving enough income to enjoy the better things in life.

Young Professionals and Families
For young professionals starting to earn a good salary, CR Financial Services can help you take advantage of the power of time with long-term savings and investment plans. For young families, new complications are added to the task of building a career. As families consider purchasing a larger home and setting aside college savings for their children, we can help construct a plan that puts priorities in order.

Small-Business Owners
With an intense focus on their business, business owners will benefit from the outside perspective of CR Financial Services in fashioning a personal financial plan that allows them to focus on growing their business while also enjoying their lives.