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