What We Do

Our Process

Estate Planning

Personal Planning

Business Planning

Approach

Estate Planning

 

As an AEP®, Lizzie Dipp Metzger adheres to a strict code of ethics and is recognized for her expertise in working with clients on their legacy goals.

Personal Planning

 

Through Lizzie's affiliation with Eagle Strategies LLC, we provide clients with an integrated and insurance strategy focused on maximizing value over the course of your lifetime.

Business Planning

 

We work hand and hand with our clients to present state-of-the-art planning strategies and customized analysis designed to meet your sophisticated planning needs.

Asset allocation is an investment approach with the purpose of balancing risk and reward by allocating a portfolio's assets according to an individual's objectives, risk tolerance and investment prospects.

Tax diversification refers to the distribution of investment dollars to more than one account type.

A money manager is the business or bank responsible for managing the securities portfolio of an investor. A money manager hires people with expertise from research and selection of investments to monitoring assets and choosing when to sell them. For a fee, the money manager has the fiduciary obligation to choose and manage investments sensibly for his or her clients, including creating a suitable investment strategy, and buying and selling securities to meet client goals.

Risk management is the process of identifying, analyzing and accepting of uncertainty in investment decisions. Risk management occurs any time an investor examines and attempts to quantify the chance of losses in an investment and then takes the appropriate action given his investment objectives and risk tolerance.

Distribution strategy: A plan that specifies how a firm aims to transfer products to intercessors, retailers and consumers.

Individual website: Client access to their own portfolio website through logging in with their credentials at Crownwealthstrategies.com.

Executive compensation is the financial compensation and other non-financial awards received by an executive from their firm for their service, typically consisting of salary, bonuses, shares of the company stock, benefits, and perquisites, taking into account tax law, government regulations, the desires of the organization reward for performance.

An exit strategy is a contingency plan with the purpose of liquidating a position in a financial asset or disposing of tangible business assets once specific criteria have been met. An exit strategy can be used to dissolve a non-performing investment or close a business that is not creating profit.

Succession planning is a process for identifying and developing new leaders who can replace old leaders when they leave, retire or die. In business, it entails developing internal people with the potential to fill key business leadership positions in the company.

A 401(k) is a retirement savings plan offered through employment. It allows employees to save and invest a portion of their paycheck before taxes are taken out.

A simplified employee pension (SEP) is a retirement plan employer or self-employed individuals can contribute to. The employer is permitted a tax deduction for contributions made to the SEP plan and makes contributions to each eligible employee's SEP IRA on a discretionary basis.

A SIMPLE IRA is a retirement plan that may be established by employers or self-employed individuals. The SIMPLE IRA allows qualified employees to contribute part of their pretax compensation, meaning that the tax on the money is deferred until it is distributed.

Legacy Planning is a holistic approach to estate planning consisting of designing a definitive plan for managing wealth while a person is alive, distributing an estate after death, and a specific plan to pass down one’s legacy.

Charitable giving includes planned giving techniques to maximize philanthropic, tax and legacy planning goals.

Testing

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