Brendan Crews
No reviews yet · Serves Nationwide · Specializes in Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet), Pre-Retirees (5-10 years out)
Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Education Planning
- Estate Planning
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Hourly Rate — $150/hour
- One-Time Financial Planning Fee — $2,400 one-time
- Flat Fee/Retainer — $2,400 one-time
- Percentage of Assets (AUM) — 0.25%–1% of AUM