A Holistic Financial Plan Workshop
- Personal Finance Concepts
- Economics of Home Buying
- College Planning
- Personal Taxes
- Portfolio Planning
- Stocks, Options & Bonds
- Estate Planning
- Retirement Planning
Get Your Free Retirement Planning Calculator Now!
Calculate how much you could withdraw in retirement based on your current income, savings and the value of your existing assets. By using this tool, you will:
- Learn how savings fuel asset growth and building a nest egg
- Assess your human and financial capital
- Compare what your retirement income would look like in different scenarios
FinCrafters was founded on the dual mission to educate our community of clients about topics pertaining to personal finance and to help them strategize and implement a tax-free retirement plan. Let our suite of services, classes, tools, and resources help you achieve the retirement you want:
The ins and outs of finance and investments may not be everyone’s cup of tea. But it is ours, and we love to help others learn. We strive to deliver the precise practical insights important to working professionals. Come learn more about our online Webinar presentations and live Workshops currently in development.
Tool & Resources
The FinCrafters app features engaging personal finance calculators for both everyday use and long-term financial planning. Check out our video library on a broad array of personal finance topics. Sign up to receive alerts about future publications – how-to books on personal finance basics and planning your tax-free retirement.
Mobile App (Coming Soon)
FinCrafters Mobile App
Our insightful, intuitive and easy-to-use app provides a variety of personal finance calculators and an on-demand Personal Finance Report.
Why CHOOSE FINCRAFTERS?
Chart Your Roadmap to a Tax-Free Retirement!
Our two-pronged approach is to be the subject matter expert in topics related to personal finance with a specific focus in tax-free retirement and research financial products in the market to implement our retirement strategy.
What our clients have to say
DID YOU KNOW?
An investment growing at ~7% CAGR will double every decade, using the asset growth Rule of 72.
Personal finance blogs
Charitable Remainder Trust (CRT)
A CRT is an advanced estate planning method in which a highly appreciated asset is placed in an irrevocable trust …
Irrevocable Life Insurance Trust (ILIT)
An ILIT is an estate planning tool that allows you to carve out a portion of your estate as a …
Family Living Trust
A family Living Trust is a revocable trust setup to avoid the expensive and lengthy probate court process. It also …