We understand that as a successful individual or business, you work hard and have unique financial objectives and needs. When it comes to managing your assets and meeting your financial goals, you want to partner with experienced and dedicated professionals who use a practical, no-nonsense approach and put your needs first.
We make it a priority to understand you, your business, and the financial goals that you want to pursue. We make it our business to ensure that you get complete solutions to maintain and leverage your current success. Sound financial decision-making and the implementation of financial strategies have become more complex because of the extensive amount of financial information available.
We make it a priority to understand you, your business, and the financial goals that you want to pursue. We make it our business to ensure that you get complete solutions to maintain and leverage your current success. Sound financial decision-making and the implementation of financial strategies have become more complex because of the extensive amount of financial information available.
Services
Crane & Associates is one of the oldest independent advisory firms dedicated to retirement planning and wealth management strategies in Orange County, California. As a multi-generational family business, Crane & Associates has a unique structure with a team of professionals working together to serve you-all for the same cost as a traditional advisor.
Our advice stands up to changing market cycles and has helped our clients navigate uncertain futures with more clarity and confidence. Dr. Crane, Professor Emeritus of Finance at California State University, Fullerton, takes the same approach to financial advice as he did to academia for over 40 years.
We serve individuals who need professional advice on retirement planning and wealth management strategies with investment portfolios over $1 million. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Our advisory relationship starts with a free and open discussion of your questions and concerns. You can call or email to schedule an initial consultation. During the initial discussion, we'll give you preliminary guidance on your questions so that you leave with more financial confidence at no cost.
We do this by advising our clients from a viewpoint that spans market cycles and has its foundations in sound academic theory and over 40 years of investing experience. We take a conservative investment approach using the Nobel prize-winning investment framework known as Modern Portfolio Theory, which is based on diversification and strategic asset allocation.
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