Services
Portfolio Management
Our portfolio management services focus on crafting investment strategies that align with your financial objectives and risk tolerance. We take the time to understand your current financial situation and future goals, designing a diversified portfolio that reflects your unique circumstances. Through ongoing monitoring and adjustments, we strive to navigate market complexities and optimize your investment performance.
"It has been a pleasure working with Alan and his team over the years. It gives us comfort having CCM manage our financial future. "
- Ben Miller, TMCE Accounting Partner
- Bob Earnest, TMCE Accounting Partner
Testimonials are given by current clients of Crescent. No compensation was provided for these (this) testimonial. There are no known material conflicts of interest. Testimonials may not be representative of the experience of all clients and are no guarantee of future performance or success.
Retirement Plan Strategies
Planning for retirement is a significant aspect of securing your financial future. We work with you to develop retirement strategies that encompass your lifestyle expectations, healthcare needs, and potential income sources. By analyzing these factors, we create a plan that outlines steps to help you work toward your retirement dreams. Our team regularly reviews your plan to adapt to any changes in your life or financial situation.
Install and manage Captives.
401-K’s
Profit Sharing Plans
Defined Benefit Plans
Deferred Comp Plans
Non-Qualified Retirement plans
SEP IRA’s
"Alan doesn’t just talk finances, he helps people feel confident about their future. It’s been great working with someone who genuinely cares."
- Patrick Lukacs, Private Investor
Testimonials are given by current clients of Crescent. No compensation was provided for these (this) testimonial. There are no known material conflicts of interest. Testimonials may not be representative of the experience of all clients and are no guarantee of future performance or success.
Affluent Client Guidance
Clients with one million dollars or more require specialized guidance to manage and grow their wealth effectively. Our approach involves personalized strategies that address the complexities of high-net-worth financial management. We offer insights and solutions that cater to your unique circumstances, helping you make informed decisions that align with your long-term objectives. Whether it’s investment planning, tax optimization, or estate planning, we are here to provide the expertise you need.
"I’ve known Alan most of my life. He is always available when I have questions or concerns. I trust him implicitly to advise me in my financial endeavors. "
- Holly Garrett, Sid Potts, Inc
Testimonials are given by current clients of Crescent. No compensation was provided for these (this) testimonial. There are no known material conflicts of interest. Testimonials may not be representative of the experience of all clients and are no guarantee of future performance or success.
"A personal relationship with an advisor was my goal. I found it with Alan and Lee."
- Johnson Ramsey, Southern Trace Real Estate Developer
Testimonials are given by current clients of Crescent. No compensation was provided for these (this) testimonial. There are no known material conflicts of interest. Testimonials may not be representative of the experience of all clients and are no guarantee of future performance or success.