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Services.

Through time and experience, we have developed a comprehensive process that systematically analyzes your individual needs and provides tailored financial planning strategies designed to give you a better chance for success. But our process is more than simply going through a sequence of steps. It’s an in-depth interaction with you in which we will come to understand your unique needs—then apply our in-depth knowledge to help address them. We believe it’s this process and commitment to our clients that leads to a successful engagement.

Investment Planning

We evaluate your investment products and/or structures and develop plans for helping to increase the efficiency and effectiveness of your overall investment portfolio.

Financial Independence Planning

We build a plan for helping to increase the probability of securing the means to fulfill your desired lifestyles later in life without being required to work.​

Tax Planning

Accumulation Goal

Planning

We create strategies that are designed to help reduce your future income taxes without playing the “audit lottery.” *

We formulate a plan for accumulating specific future products or services such as education, a second home, or a boat.

Estate Planning

We work with you and your attorney to lay out a plan to help ensure that your assets are distributed in a desirable manner while helping to manage any estate tax liability. *

Risk Management 

Planning

We identify your exposure to major risks and discuss your options for managing these risks.

*  Neither Osaic Wealth, Inc., nor its registered representatives, offer tax or legal advice.

©2024 Crawford Advisory Group, LLC All rights reserved.

 

E. Logan Crawford is a Registered Representative of and offers securities products & services through Osaic Wealth, Inc.Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Texas and Colorado. No offers may be made or accepted from any resident outside the specific states referenced.

Insurance services offered by E. Logan Crawford are independent of Osaic Wealth, Inc.

E. Logan Crawford is also separately registered as an investment advisor representative under Crawford Advisory Group, LLC, a registered investment adviser not affiliated with Osaic Wealth, Inc., offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in Texas.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.


IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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