Meet your retirement planning partner, Alan Crawford, RICP, CLTC, NSSA

I learned my most important financial lesson not in a boardroom or classroom, but growing up in my family’s small-town Virginia business: when you put people first, success follows. ​

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Today, as a Registered Principal and Retirement Income Certified Professional® at my firm, Peak Confidence Retirement Planning, I bring that time-honored work ethic to every client relationship. ​

 

After years in the industry, I saw a troubling pattern: hard-working people were approaching retirement with more questions than confidence. They were piecing together disjointed advice from various sources, leaving them vulnerable to costly gaps in their financial strategy. I knew part of this was because of a fundamental lack of access to clear, unbiased financial education.

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This is why I am so passionate about providing financial education to our community. Through my membership and work with national non-profits like SOFA (The Society for Financial Awareness) and The Retirement Planning Center, I offer workshops dedicated to one thing: providing clear, usable information, completely free of sales pitches or product pressure.

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For my clients, I developed a comprehensive process that builds on that educational foundation to provide a single, unified roadmap for retirement. ​

 

Your personalized strategy is designed to:

• Maximize your retirement income

• Optimize Social Security

• Minimize your tax burden

• Reduce investment risks and costs

• Protect you from healthcare expenses

• Create a meaningful legacy for your family and community ​

 

The result? A clear path forward that helps you maximize your wealth, protect what you’ve built, and enjoy the freedom of a worry-free retirement. ​

 

When you work with me, you get more than a financial advisor; you get a dedicated partner committed to your peace of mind. Whether you're in Richmond or across the country, I am here to help you achieve a future you can look forward to.

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