In the event that you are not in need of a more comprehensive financial plan, Craftwork Capital can provide limited scope advice around single planning issues.
Topics could include:
Social Security claiming strategies
Annuity or insurance contract review
Portfolio evaluation
Business exit planning
Executive Benefits planning
Pricing for these services are based on case complexity, but typically range from $500 to $8,000.
Customized investment portfolios. Comprehensive financial planning. High touch customer service. Why should you have to choose? With Craftwork Capital, you get the personal touch of a boutique firm, paired with powerful investing strategies you’d expect from a large one.
Contact
(703) 596-5575
Fairfax, VA
Severn, MD