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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804-250-1034
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Are you a pre-retiree feeling overwhelmed about your financial future, or just looking
for accurate information and answers?
You're not alone.
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Many individuals in Richmond and Tidewater 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
… and you have many questions:
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When can I afford to retire?​​
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How can I best manage my investments while reducing risk?
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What's the best age/time to file for Social Security in Virginia?
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How will I handle unexpected illness or other emergencies?
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How do I reduce my taxes in retirement?​​​​​
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I can help you answer those questions and more,
so you have a clear, confident roadmap to your retirement.
Retirement Advice - Wealth Management
Insurance - Financial Planning
Simplified
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Meet Your Advisor
Alan Crawford, RICP, CLTC, NSSA
Retirement Advisor & Planning Expertise.
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®)
Transparent, Affordable, Fiduciary Guidance based
in the Richmond, VA and Tidewater area.
​No investment minimum needed.
Using My Comprehensive
"Retire Secure" Safe Money System
Let's put the pieces together for you!
Navigating retirement income planning can feel like a complex puzzle with missing pieces. You might receive investment advice, insurance guidance, and tax tips, but these often lack coordination, potentially leading to costly mistakes.
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You need an advisor who knows how to apply specialized knowledge to address your concerns and meet you where you are.
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I provide a coordinated, simplified approach that ensures every aspect of your retirement – from Social Security optimization to investment management, from Medicare planning in Virginia and Long Term Care planning to minimizing retirement taxes – works together seamlessly.
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Gain personalized guidance on all elements of retirement planning from a professional dedicated to working
with you to find the strategy that meets your specific needs.
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As a fiduciary financial advisor and retirement specialist in Midlothian, VA serving central Virginia and Tidewater (available remotely nationwide)​, my approach is straightforward:
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Affordable fee-based or fee-only retirement planning (Option to pay for advice only, no money management or insurance product sales)
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Low-cost investment management
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Safe Money solutions
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Long Term Care planning
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No minimum investment requirements
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Unwavering commitment to acting solely in your best interest.
When your working years come to a close, you want to retire on your own terms with the lifestyle you’ve
imagined and confidence in your plan. My life’s work is to make these things possible.
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Ready to gain clarity and confidence in your retirement plan?
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Best Value
Social Security + Cash Flow Analysis
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Retirement planning? $400 Value. A personalized Social Security and retirement cash flow analysis. Consultation and in-depth analysis with yearly projections for income, taxes, and wealth.
Valid for one month
Nearing Retirement? Know your right moves and strategy.
Save taxes and increase wealth and income
1 hour consultation
Answers the question "When do I/we file social security?"
In depth Social Security analysis
Retirement cash flow analysis and lifetime projections
Nothing to buy, no obligation
Analysis is prepared before our meeting to optimize time
Retire Secure'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
