Darel has been a Financial Advisor since 1994 with over 25 years of experience and he specializes in Retirement Planning, Wealth Management and Investing. After graduating from the Marriott School of Management at Brigham Young University, he began his professional career with a New York based financial firm.
After being a Brokerage Manager training Financial Advisors for a National Company and being a Financial Advisor in multiple CFP offices, he started Crosby Retirement Planning in 2004 in an effort to provide independent advice that all wise investors seek. He loves what he does, cares deeply about his clients, and enjoys helping them pursue and achieve their financial goals and dreams.
After being a Brokerage Manager training Financial Advisors for a National Company and being a Financial Advisor in multiple CFP offices, he started Crosby Retirement Planning in 2004 in an effort to provide independent advice that all wise investors seek. He loves what he does, cares deeply about his clients, and enjoys helping them pursue and achieve their financial goals and dreams.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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