Thomas M. Crane - Consulting

Tom Crane spent the past 25 years as Vice President for Wealth Management at UBS Financial Services helping individuals and families reach their financial goals. Thomas M. Crane Consulting is a financial planning business that helps individuals identify their financial priorities and develop a plan to reach those goals - with as little worry as possible. These concerns may include retirement, investment strategy, risk management, Social Security analysis, and funding health care. The first step of this process is a 30 minute phone call to determine if we are a good fit. If so, we can discuss your current financial situation so that I can determine how to best help you. A few questions around your comfort with risk will help to further identify your best financial strategy. I will also suggest submitting copies of any bank/investment statements as well as a recent Social Security statement. The final step is to discuss specific steps you can take to adjust your investments and priorities to help you reach your goals. This is a collaborative process, and on-going conversations, as needed, are very much encouraged. All conversations are completely confidential. After the first complimentary phone call, my fee is $75/hr.