Financial, Tax, and Estate Planning

Let us help you start on the right track.

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

Whether we serve a client’s investment or trust needs at Croghan, we prefer to begin by discussing 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.

Financial Planning

We tailor our planning discussions to meet the needs of each 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
• Using state-of-the-art planning software and tools
  • For specific goals like insurance coverage, estate and charitable planning, and tax minimization.
• No 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 that every detail in your financial life has been effectively addressed through planning. Contact our team to start planning for your future.

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.