Casey Craig Email & Phone Number

Casey Craig is a seasoned Financial Services Professional with experience in retirement income planning and wealth preservation. Utilizing professional money management techniques and risk portfolio analysis, Casey helps clients achieve their pre-retirement and retirement financial goals. With 20 years of financial services experience, Casey's approach is defined by his client-focused experience, and exceptional portfolio performance. Areas of Specialty include:*Investment Portfolio Management*Pre-retirement and Retirement Income Planning*Wealth Management & Preservation *Risk Portfolio Evaluation & Risk Transfer Techniques*Estate Planning Solutions*Financial Planning*Planned Giving• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Retirement Planning, Retirement, Mutual Funds, Finance, and 17 others.

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  Founding Partner

  Highlander Financial Group

  Jun 2012 - Present - Washington Dc-Baltimore Area

  Founder and Partner of Highlander Financial Group, an independent financial planning firm based in Rockville, MD and serving the Greater Washington, DC area.Highlander Financial Group is an independent financial services firm dedicated to helping our clients meet their long term objectives. When working with a financial professional it is important that all parts of your plan are working together, and we are committed to making that happen with uncommon devotion.