BUSINESS PROFILE
   
 
SPECIALTY AREAS
 
Real Estate - with expertise in this industry, H. Robert Crawford CPA assists developers and builders in structuring their businesses. I am also experienced with 1031/Like Kind Exchanges and what must happen to make a like kind exchange work.

Certified Financial Planning - I am a CFP having earned that designation in 1993. Certified Financial Planner website
The financial planning process consists of six steps:
  Establishing and defining the client-planner relationship

Gathering client data, including goals

Analyzing and evaluating your financial status

Developing and presenting financial planning recommendations and/or alternatives

Implementing the financial planning recommendations

Monitoring the financial planning recommendations

I have elected not only to be a fee based financial planner but to be compensated strictly on an hourly basis based upon the service being performed and agreed to between the client and planner. I do not accept commissions nor do I charge a fee for assets under management. We agree on the planning project, the client utilizes my services to get the information they need without having to be concerned with conflicts of interest based on how I earn my money.

Comprehensive Planning - with my training and experience I can make a plan that combines both personal and business plans. Making money in the business is great, but it is even better for that money to be available for you as an individual to spend, save or bequeath what you have earned.