Transforming the Way
Hardworking People Retire
For over 30 years as an advisor, my mission has been to transform the way my clients retire by helping them design a retirement and life they love.
Financial planning is often narrowly focused on the growth of your investments. As you approach retirement, however, you’ll most likely need comprehensive advice that includes Social Security, replacing your income, not running out of money, reducing retirement taxes, protecting your hard-earned money from market downturns, and growing your investments.
My practice focuses on education that helps you have clarity about your retirement timeline. We'll address the key financial pieces of your plan, while also concentrating on what matters most—relationships, giving back, legacy, and fulfillment.
My clients had questions
and needed answers.
Many Americans struggle with when to take Social Security due to the lack of accurate and helpful information.
If you're asking questions about how and when to retire and how to finance the legacy you want to leave behind, you're in the right place.
As a National Social Security Advisor (NSSA®) certified instructor, my clients get the solid answers they need to thrive and enjoy retirement confidently.
When you attend one of my 1-hour workshops, you'll get the opportunity to receive a complimentary Social Security analysis session and a custom report tailored to your situation so you can optimize Social Security and coordinate your retirement benefits with a plan that you truly understand and feel good about.
Making the right choice about when to file for Social Security is step one in solving your unique retirement puzzle.
These are just some of the questions
that I answer for my clients:
Income Gaps?
How can you avoid running out of money later in retirement? What if you have emergencies you didn't plan for?
Social Security?
When do you start Social Security and how do you get the highest benefit possible? How does the spouse's benefit work?
Replacing Your Income?
How do you replace your working income? How much can you afford to take out of your investment accounts?
Inflation?
How can you continue to grow your nest egg to beat inflation but take as little risk as possible?
Retirement Taxes?
With taxes possibly going up in the future, how can you avoid tax surprises and keep more of your hard-earned money?
Market Downturns?
How do you protect your investments so if the stock market goes down you don't lose?
I use a proven planning process that coordinates your Social Security benefits with your assets and overall goals.
When people approach retirement and make optimal Social Security, income planning, investment, and tax minimization decisions, they can thrive because they can have less anxiety and worry about their retirement. The greatest result occurs when clients gain an understanding of all their possible financial options through holistic and comprehensive fiduciary planning with an advisor who is bound and committed to offering the right plan for each individual rather than boiler-plate solutions.
Whether you’re preparing to retire or already retired, my purpose is to cut through the chaos and to create clarity and confidence for you—both now and throughout your retirement years. I do this through a proven process called the Bucket Plan® Best Interest Process—an approach designed to reduce risk and help clients reach their immediate, short-term, and long-term goals. The Bucket Plan can be utilized based on your specific needs, no matter what life stage you’re in. Watch these clips to see how the process works...
Retire with Confidence
and Clarity.
Get all the fiduciary planning, resources, assistance,
and one-on-one meetings
you need to retire with
confidence and clarity.
My mission is to:
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Provide you with accurate data on when to take Social Security
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Help you know when to retire with a plan that covers your income gap
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Take steps to protect and grow your investments
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Have a strategy for taxes
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Protect your loved ones from the costs of long-term health care
My name is Eric Crain and
my mission is to transform the way people retire.
Please contact me today with your questions and to learn more.
