Business Details
Your Trusted Financial Adviser in Ruston, LA
Crawford Financial has been dedicated to empowering clients through comprehensive financial planning since 1995. Our team of experienced professionals specializes in crafting personalized strategies for legacy planning, investment management, insurance solutions, and retirement income optimization. With a collaborative approach, we serve families, business owners, and retirees across Louisiana and beyond, prioritizing client education and ethical service.Our six-step process ensures thorough understanding of individual financial goals while maintaining transparency throughout every recommendation. Backed by industry certifications and partnerships with leading financial institutions, we focus on simplifying complex financial concepts to help clients achieve long-term security and confidence in their financial future.
Services
Legacy Planning
Insurance Strategies
Investment Management
Retirement Income Planning
Tax Minimization Strategies
Money & Lifestyle
Highlights and features
- We offer 28+ years of experience in personalized financial planning since 1995
- Our team approach provides multidimensional perspective to financial strategies
- Six-step process ensures thorough analysis of individual financial situations
- Certified professionals maintain ongoing education in evolving financial regulations
- Proven track record serving Louisiana families and businesses
Associations and certifications
- FINRA
- SIPC
Services
Legacy Planning
Our legacy planning service helps clients establish comprehensive strategies for wealth transfer and end-of-life decisions. We work with legal professionals to create documentation for asset distribution, healthcare directives, and beneficiary designations. This service ensures your financial wishes are preserved while addressing tax implications through coordinated planning with CPAs and estate attorneys.
Investment Management
We develop customized investment strategies considering individual risk tolerance, time horizons, and financial goals. Our approach includes portfolio management for IRAs, brokerage accounts, and variable annuities while emphasizing diversification and market analysis. We focus on long-term growth potential while maintaining appropriate risk parameters for each client's unique situation.
Retirement Income Planning
This service analyzes multiple income sources including Social Security, retirement accounts, and personal savings to create sustainable withdrawal strategies. We help clients understand tax implications of different distribution methods and evaluate annuity options for guaranteed income streams. Our planning considers healthcare costs and longevity factors in retirement.
Insurance Strategies
We assess insurance needs through comprehensive risk analysis to protect clients against financial consequences of unexpected events. Our services include life insurance for legacy protection, disability coverage for income replacement, and long-term care solutions. We work with multiple providers to find appropriate policies matching individual risk profiles and financial objectives.
Tax Minimization Strategies
Our tax strategy service focuses on optimizing financial decisions to reduce tax liabilities through legal methods. We analyze retirement account options, investment vehicles, and income timing strategies while collaborating with CPAs for integrated tax-efficient planning. The service emphasizes long-term tax considerations in overall financial decision-making.
People
Brent Crawford
Founder
Brent Crawford established Crawford Financial in 1995 after graduating from Louisiana Tech University. With over 28 years of experience in financial services, he specializes in simplifying complex insurance and investment concepts while maintaining membership in the Kansas City Life Hall of Fame since 2010.
J.D. Crawford
Retirement Specialist
J.D. Crawford brings 39 years of local expertise in retirement planning and insurance solutions. A Louisiana Tech graduate, he maintains NAHU membership and contributed to the firm receiving Kansas City Life's President's Quality Service Award in 2010 for exceptional client service standards.
Halie Morgan
Office Manager
Halie Morgan oversees operational efficiency at Crawford Financial with her Louisiana Tech marketing degree and digital certifications. She streamlines administrative processes while managing client scheduling and document systems to enhance service delivery and information accessibility for advisors and clients.
Kylee Blackwood
Administrative Assistant
Kylee Blackwood supports daily operations while pursuing her degree in sustainable supply chain management at Louisiana Tech University. Her academic focus on finance and logistics contributes to maintaining organized client interactions and efficient back-office support.
Questions
What financial planning services do you offer?
We provide legacy planning, investment management, insurance strategies, retirement income planning, and tax minimization services tailored to individual client needs.
How do you work with clients?
Our six-step process includes discovery, analysis, strategy development, verification, implementation, and ongoing monitoring of financial plans with regular client reviews.
What areas do you serve?
While based in Ruston, Louisiana, we serve clients throughout Louisiana and provide services to individuals and businesses beyond the local area.
How are investment services structured?
We offer personalized investment strategies considering risk tolerance, time horizons, and goals using various vehicles including IRAs, brokerage accounts, and annuities.
What makes your firm different?
Our team approach combines decades of local experience with industry certifications and a commitment to ongoing client education in financial matters.
How can I get started?
Contact us for a no-cost, no-obligation consultation to discuss your financial goals and begin creating your personalized planning strategy.
