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Shawn Crow financial strategy


shawn@cmwfinancial.com

Creating and Managing Wealth, LLC
Irving Branch
5201 North O’Connor Blvd., Suite 200
Irving, Texas 75039

  (972) 831-8866
  (972) 831-8877

Shawn Crow

Financial Representative

 

Summary of Approach
  1. Do right by my clients.
  2. Understand my clients, and what their expectations are of me.
  3. Partner with my clients to put together a financial strategy.
  4. Evaluate types of accounts and investments that fit well with our financial strategy.
  5. Periodically review investments as well as client’s present situation.
  6. Periodically review client’s financial strategy with them.
Areas of Focus
  • Small Business Retirement Planning
  • Preparing for business owner liquidation events
  • Utilizing tax qualified retirement accounts for client benefit
  • Goals based planning
Awards and Recognition
  • Cox Distinguished Scholar, Southern Methodist University Cox School of Business
Licensing
  • FINRA Series 7: General Securities Representative
  • FINRA Series 66: Investment Advisor Representative
Professional Associations
  • Financial Services Institute
  • SMU Cox School of Business Alumni Association
Community Involvement
  • St. Monica’s Catholic Church
  • St. Monica’s Dad’s Club
  • YMCA youth Sports
  • DISD Principal for a Day

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

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