Financial Services & Broad-Based Account Offerings
At CR Financial Services, we provide a comprehensive suite of financial solutions designed to meet the diverse needs of businesses, executives, and individuals. Our offerings include strategic wealth management, retirement planning, and risk mitigation to ensure financial security and long-term success.
- Comprehensive Portfolio Management
- Tax-Advantaged Investment Strategies
- ESG & Socially Responsible Investing (SRI)
- Municipal Bonds & Fixed-Income Strategies
- Structured Products & Annuities
- 529 College Savings Plans & Education Funding
- Corporate Retirement Plans (401(k), 403(b), SEP, SIMPLE IRAs)
- Executive Compensation Planning (Deferred Compensation, SERPs, Bonus Structures)
- Key Person & Buy-Sell Agreement Funding
- Corporate Cash Management Solutions
- Business Succession & Exit Planning
- Mergers & Acquisitions Financial Advisory
- Personalized Retirement Income Strategies
- IRA Rollovers & Conversions (Traditional, Roth, Inherited)
- Estate Planning & Wealth Transfer Solutions
- Charitable Giving & Philanthropic Strategies
- Trust & Legacy Planning (Revocable, Irrevocable, Special Needs Trusts)
- Long-Term Care & Disability Income Planning
- Private Client Wealth Management
- Stock Option & Equity Compensation Strategies
- Asset Protection & Liability Management
- Multi-Generational Wealth Planning
- Life Insurance Planning (Term, Whole, Universal, Variable)
- Disability & Income Protection Solutions
- Long-Term Care Insurance
- Corporate-Owned & Bank-Owned Life Insurance (COLI/BOLI)
- Property & Casualty Risk Assessment
Why Choose CR Financial Services?
- Holistic Approach: Integrated financial planning that aligns personal and business goals.
- Tailored Solutions: Customized strategies designed to optimize wealth and mitigate risks.
- Experienced Advisors: A dedicated team with deep industry expertise.
- Client-Centric Focus: Proactive, ongoing financial guidance for evolving needs.
Important CR Financial Services Disclosure:
Protecting Your Data and Privacy
At CR Financial Services, we are committed to safeguarding your privacy and personal information. As of January 1, 2020, please take note of the following updates:
- Calendar Robinson Insurance is not affiliated with CR Financial Services.
In accordance with the California Consumer Privacy Act (CCPA), we recommend reviewing our privacy practices. For an extra layer of protection, you can exercise your rights by visiting the following link: [Do Not Sell My Personal Information].
Registered Representatives & Affiliation
- The financial consultants at CR Financial Services are Registered Representatives with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC.
- Please refer to the LPL Financial Form CRS for further details.
- Calender Robinson Insurance and CR Benefits Insurance Solutions are not affiliated with, nor endorsed by, LPL Financial.