Crescent Wealth Management is a high-touch, specialty insurance advisory firm that assists clients in reviewing and analyzing their insurance wants and needs. The purchase of a life insurance policy should undergo careful analysis, the same as any investment decision. After examining our clients’ assets, tax position and estate planning goals, Crescent Wealth Management can help you determine the role life insurance can play in meeting your financial needs. We represent clients in the customized design, funding, and implementation of wealth retention plans, charitable gifting programs, and business succession plans. We work exclusively with closely held businesses, and wealthy individuals and families. Through our unique relationships with banks and life insurers, plus our affiliation with the largest producer groups in the industry, we have been able to customize large private transactions to help in fulfilling our clients’ wealth transfer goals. Specialties include: • Insurance review and analysis • Wealth transfer strategies • Non-profit gifting strategies