Question 1

What services does Craievich Financial Services provide?

Accepted Answer

Craievich Financial Services provides insurance and investment planning solutions tailored to help clients protect, grow, and manage their wealth throughout every stage of life. Click here to explore our services and learn more about how we can support your financial goals.

Question 2

Who do you typically work with?

Accepted Answer

We work with individuals, families, and business owners aged 18 and older who are looking for guidance with their financial planning and long-term goals. Click here to hear from our clients and learn more about their experiences working with our team.

Question 3

What can I expect in the first meeting?

Accepted Answer

Your first meeting is a discovery conversation where we take the time to understand your current financial situation, goals, concerns, and plans for the future. Learn more about our process here.

Question 4

What should I bring to my first appointment?

Accepted Answer

Please bring any current asset and liability statements, along with any relevant financial or insurance documents you would like us to review.

Question 5

Do you only work with clients who already have investments?

Accepted Answer

No. We work with both new and experienced investors, including clients seeking insurance solutions to help protect their retirement and financial future in the event of death, disability, or critical illness.

Question 6

Do you have a minimum investment requirement?

Accepted Answer

No, we do not have a minimum investment requirement.

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