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This is the toughest question we face on a routine basis, and it doesn’t only apply to retirement. “How much is enough?” can apply to college savings for your kids; a downpayment on a new home, or boat or car; your next vacation; your second or third vacation home or timeshare; and of course, to retire comfortably. Sadly, there is not a one-size-fits-all answer to this question. The answer depends on your specific needs at a specific time.
Funny…folks seem much more able to grasp this concept than a very similar one when it comes to investments. A broker who sells insurance and annuities as investments is basically offering the same answer for every question. When you work with Crow Financial, your portfolio is always custom-made to suit your needs and desired outcomes. Please call us if you think we can be of service. The conversation is free and there’s no obligation.
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Tom Crow, President of Crow Financial AdvisorsYou'll hear Tom's radio spots on the local radio station. He is a respected wealth management expert in the Southwest, a member of Kingdom Advisors, a talented musician and singer, a mediocre golfer, and an all around great guy. Archives
October 2023
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8210 Louisiana Blvd NE, Suite B
Albuquerque, NM 87113
Phone 505.243.2281 | Email info@crowfa.com
Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”) an SEC Registered Investment Advisor doing business as Crow Financial Advisors.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Crow Financial Advisors recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.
The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit, and affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.
Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss.
Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
For more information about Summit and its investment professionals, click here.
Please contact us if you have questions about our ability to work with you.
The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit nor Crow Financial Advisors recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided. The content in this website has been obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this solicitation for the sale or purchase of any product or security. Summit does not provide tax or legal advice.
The attached materials, URLs, or referenced external websites are created and maintained by a third-party, which is not affiliated with Summit or its affiliates. The information and opinions found within have not been verified by Summit, nor do we make any representations as to their accuracy and completeness. Summit, and affiliates are not endorsing these third-party services, or their privacy and security policies, which may differ from ours. We recommend that you review this third-party’s policies and terms carefully.
Investing involves risks, including the loss of principal. Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss.
Crow Financial Advisors may only transact business in a state if it is first registered or excluded or exempt from registration.
For more information about Summit and its investment professionals, click here.
Please contact us if you have questions about our ability to work with you.