Craig H Feld, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Message from Craig Feld:

Financial security is the primary objective for most of my clients, but with the demands on our time it can be difficult to think about the future. It is precisely because of these demands that we must focus our attention toward what is truly important. Many individuals and businesses struggle to make proper plans without knowing what they'll need for the future. Together with my team, we will help to provide you with the clarity needed to build a financially secure future.

My process begins by asking you important questions to gain an understanding of your vision as well as your goals and objectives. My team and I then carefully analyze your information and formulate a customized plan to fit your needs. My clients receive not only world class financial solutions, but also the confidence of working with a seasoned team of professionals able to keep your plan on track even as life's trials and tribulations unfold.

Please browse my website to learn more how my team and I work together for the best interests of our clients.

 

 

How to Save for a Down Payment on a House

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What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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