Planning & Consulting Services 

This content has been developed by Crest Financial LLC and is believed to be accurate. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The Investment Fiduciary standard of care applies to advisory services only. Securities offered through Securities America, Inc., Member FINRA / SIPC, and Advisory Services offered through Securities America Advisors, Inc., Douglas E. Richards, CLU®, ChFC®, CFP®, AIF® Representative. Crest Financial LLC and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Copyright 2018 Crest Financial LLC

​Member FINRA/SIPC -   Customer Relationship Summary

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Corporate Services

My ETF 401(k)sm
Retirement Plan Services
Retirement Plan Review
Education & Training
Succession Planning
Executive Compensation

Personal Planning

Current Position
Retirement Projections & Analysis
Education Planning
Risk Management
Basic Asset Allocation
Tax Strategies
Estate Planning
Special Needs Planning

 Investment Planning

Goals Review
Cash Flow/Time Horizon
Risk Tolerance Review
Investment Policy Statement
Portfolio Monitoring
Provider Review
Fee Analysis & Review