For many parents, managing personal finances can be an overwhelming task and concerns about the future can create a lot of anxiety. RS Crum helps clients make sound financial decisions, accumulate and preserve wealth, and pursue financial goals without the burden of financial stress.

RS Crum professionals will meet with you and provide a confidential, comprehensive analysis to include the following: Investment account and 401(k) portfolio review, cash flow and net worth review, college and retirement savings analysis, estate planning consultation and recommendation, risk management/insurance assessment and recommendations, spousal and family financial communication tips.

Certificate expires April 15, 2017.