Free Upcoming Webinar

A Holistic Financial Plan Workshop

Comprehensive, yet only the things that matter the most!
  • Personal Finance Concepts
  • Economics of Home Buying
  • College Planning
  • Personal Taxes
  • Portfolio Planning
  • Stocks, Options & Bonds
  • Estate Planning
  • Retirement Planning
In fact, here’s just a sample of some of the modules we’ll cover for you on this incredible workshop.
June 20, 2020 @10:30 am PT 
Retirement Planning Calculator

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.


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.


Leverage our expertise in personal finance and financial products such as IUL, Annuities and LTC policy to pick the best performing ones currently in the market.


Learn about various topics in personal finance through our free webinars, live seminars, and personalized workshops.

Retirement Planning

Receive an evaluation of your financial health and retirement outlook using our DIY app or a 1:1 consultation.

Tax Diversification

Strategize and implement a tax-free retirement plan with us!


What our clients have to say


An investment growing at ~7% CAGR will double every decade, using the asset growth Rule of 72.

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