Financial, Tax, and Estate Planning

We’ve observed that most advisors represent themselves as financial advisors and investment experts, but often client consultations focus on purchases of products rather than attaining financial goals. We are determined to change that experience for our clients.

At Croghan, whether we serve a client’s investment or trust needs, we prefer to begin with a discussion of the client’s personal and financial goals. Our clients have told us they find our financial planning process to be rigorous and one of the most beneficial experiences of their financial lives.

We tailor our planning discussions to meet the needs of each individual client or family. Planning can range from teaching clients to budget and eliminate debt to complex executive and business owner benefit plans. Most of our clients experience our retirement readiness planning, which includes creating a customized investment and income creation plan. We use state-of-the-art planning software as well as tools we have created for specific goals like insurance coverage, estate and charitable planning, and tax minimization. All without a product or sales agenda.

Client planning engagements are ongoing as desired and are included as a complimentary service for all trust and investment management clients. Planning engagements by the hour or flat fee are also available if the client desires self-directed investing with Croghan’s planning guidance.

We look forward to providing you with the knowledge you need to be a well-informed client, confident through planning that every detail in your financial life has been effectively addressed.


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Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.

 

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