Alan Crawford, RICP, CLTC, NSSA
Main Office, other offices available in Richmond and Tidewater
14321 Winter Breeze Drive
Suite 62
Midlothian, VA 23113
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Contact Alan: Text only: 804-280-0375
Email: ​alan@pcretire.com
Are you a pre-retiree, or already retired, feeling overwhelmed about your financial future, or just looking
for accurate information and answers?
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My priority is to create a comfortable, transparent environment where you feel heard, and where you can make truly well-informed decisions that lead to your best possible retirement.
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Many individuals approaching retirement struggle
with getting the guidance they need for complex financial decisions.
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Preparing for retirement is Americans’ #1 financial planning concern.
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🌟 Peak Confidence Retirement Planning
My process is designed to cover every critical aspect of a successful retirement plan, ensuring nothing is overlooked.
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Social Security Planning: Optimizing when and how you claim your benefits to maximize your lifetime income and investments.
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Medicare Planning: Navigating enrollment and understanding your coverage options.
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Tax Planning: Strategies to manage and minimize your tax burden in retirement.
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Income & Investment Strategies: Creating reliable cash flow from your assets while managing your growth and the risks of your investments.
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Long-Term Care Planning: Addressing potential health and care costs and how to properly plan and fund them to safeguard your retirement.
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Survivor & Legacy Planning: Ensuring your wishes are carried out and loved ones are protected in the most tax efficient strategy.
​​​​​​​​I can help you have a clear, confident roadmap to have Peak Confidence in your retirement.
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​Doing nothing, delaying your planning, putting off decisions....is the most expensive action you can take.
Retirement Advice - Wealth Management
Insurance - Financial Planning
Simplified
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Your Retirement Advisor
Alan Crawford, RICP, CLTC, NSSA
Retirement Advisor & Planning Expertise. Financial Educator
Over 35 years experience in the insurance and financial industry
Retirement Income Certified Professional (RICP®)
Certified Long Term Care Specialist (CLTC®)
National Social Security Advisor (NSSA®)
Series 65 Investment Advisor Representative
Financial Educator for Society of Financial Awareness, and The Retirement Planning Center
Your Complete Retirement Puzzle, Solved.
Transparent, affordable, and 100% fiduciary guidance for Richmond, Tidewater, Virginia, and nationwide.
No investment minimums required.
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Does planning for retirement feel like solving a puzzle with missing pieces? You get separate advice on investments, Social Security, Medicare, taxes, long term care insurance options, budgets and expenses, but nothing connects, leaving you exposed to costly mistakes.
I solve this problem. Using my comprehensive "Peak Confidence Roadmap", I bring every piece of your financial life together into one coordinated, simplified plan. Your personally tailored plan.
I'll ensure your strategy for Social Security, Medicare, investments, long-term care, and taxes all work in harmony to achieve your goals.
Straightforward Advice, Always in Your Best Interest
As a fiduciary and retirement specialist, my commitment to you is simple and unwavering. I offer:
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Affordable, Fee-Only Planning options: Get expert advice without the pressure of product sales.
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Optional Low-Cost Investment Management: Keep more of your hard-earned money.
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Risk-Focused Solutions: Protect your principal while building reliable retirement income.
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No Minimums: Everyone deserves access to high-quality financial guidance, regardless of account size.
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Available nationwide through tele-wealth (Zoom and phone) as well as in-person (Richmond & Tidewater)
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When your working years end, you deserve to retire on your terms, confident in your future. My life's work is to make that possible.
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Ready to see your complete retirement picture, with Peak Confidence? Let's build your plan today.
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Best Value
Claim your FREE Retirement Clarity Kit
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$400 Value Absolutely Free. Stop guessing about your financial future. This personalized analysis provides a clear, actionable roadmap for a confident retirement.
A comprehensive report built for you.
Valid for one month
Not a generic calculator or report, it's a tailored analysis
A private, one-hour consultation to review & ask questions
Custom 60+ page report, yours to keep
Lifetime projections for income, taxes, and wealth
Pinpoints your optimal Social Security filing dates
Detailed cash flow analysis to map out your income streams
Reduce your tax burden throughout retirement
Increase your lifetime income and wealth
Nothing to buy, no obligation, no products offered
No sales pressure, just education and information
An educational service to demonstrate our value.
To optimize our time analysis is prepared before our meeting
Peak Confidence Retirement Planning's Focus
Comprehensive Retirement Income Planning
Optimizing Social Security and Medicare Benefits
Holistic Wealth and Investment Management
Strategic Estate and Tax Planning
Long Term Care and Expense Planning
