Investing inherently involves a trade off, setting aside funds now so that you'll have them for later. But what's the right balance between saving and spending? There's no simple answer, but we have these discussions often and are happy to offer our perspective.
Crestview Capital Advisors
Financial Services
Principled Guidance Toward Financial Confidence
About us
Crestview Capital Advisors wasn’t born in a boardroom, but rather on a kitchen table fueled by a belief: that individuals and families deserve clear, honest, and personalized guidance on their financial journeys. We saw a landscape filled with complex terms, impersonal approaches, and cookie-cutter solutions. We knew there was a better way. Our mission is to craft lasting legacies, empower with clarity, and tailor strategies to your unique needs. Let us help you find clarity, visit http://www.crestviewcapitaladvisors.com/ to learn more. -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comment
- Website
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http://www.crestviewcapitaladvisors.com/
External link for Crestview Capital Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Partnership
- Founded
- 2024
Employees at Crestview Capital Advisors
Updates
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Whether you are leaving or receiving an inheritance, it is the time to normalize the discussion around it. Open, honest conversations can help manage expectations, reduce uncertainties, and maintain family harmony. Begin the dialogue today and be sure to involve your financial advisor and estate attorney in the process.
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It’s easy to get influenced by what you see in the media when it comes to investing. However, it’s important not to get caught up in the latest “hot” investment or panic when there are declines in the market. Instead of chasing short-term performance, look to your long-term financial goals and see if your financial strategy is meeting them.
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Many individuals often overlook the option of transferring retirement accounts when switching jobs. While leaving your retirement account at your old job is sometimes a good option, there can be benefits to carrying over your old retirement plan when transitioning to a new job. Here are a few reasons to consider transferring your old retirement account instead of leaving it behind. - Simplified Asset Allocation - Fewer passwords to keep up with - More time saved and reduced stress - Easier to monitor and manage
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