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Our Services

At Crahan Wealth Management, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Strategies for Tax Efficient Investing
  • Tax Deferred Investing
  • Tax free Transfers
  • Tax Efficient Legacy Planning
  • Tax-Predictable Distributions
  • Tax Saving Strategies
  • Monitoring Account Profits and Losses
  • Working with Client Accountants
  • 1099 Tax Forms