Services
Life on your terms, always.
Not everyone’s life or lifestyle fits into the same mold. At Credent, we understand that everyone is at a different place in their financial journey. Whether you’re planning for retirement, managing a business, or faced with other more complex financial planning needs, our team of experienced advisors will meet you wherever you are to set you up for success today through all your tomorrows.
Our personalized, fee-only approach and extensive portfolio of planning services will help you develop a financial plan and investment strategy in alignment with your priorities so you can live with financial freedom.
What We Offer You
Our Services
Retirement Planning:
Ensure you have the financial support needed to live the life you want when you retire.
Investment Management:
Maximize your current wealth and lay the groundwork for your future.
Business Planning:
Align your overall business strategy with your personal priorities so that when the time comes to sell, you have a plan in place.
Tax Minimization Strategies:
Keep more of what you’ve earned by finding opportunities to save money and reach your financial goals.
Risk Management:
Find peace of mind knowing you, your family, and your loved ones are protected when the unexpected happens.
Charitable Giving:
Make your mark by having the largest positive impact possible on organizations and causes that mean the most to you.
High-Net-Worth Investing
Maximize your legacy and be prepared to handle any complex financial situations.
Multigenerational Estate Planning:
Create a legacy that reflects your values, protects your loved ones, and puts your money where you want it when you are gone.
What to Expect
We strive for excellence in service, planning, and investments. Here’s what you can expect when you work with us:
Our Locations
Find a location.
Find our office nearest to you and schedule a complimentary appointment with one of our experienced advisors today. If there is not an office currently in your area, please fill out our contact form or email [email protected].
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