Why Crown?

Our Secret Sauce

Individual Client Interface

SAVE Program

A Higher Standard

Product Options

Providing Value

Money Management

Integrating Solutions

Goal-Based Investing

Market Volatility

Our Process

Life in today’s world has been made easier with the use of technology. Technological advances have been a great asset in the financial industry because we are able to determine financial risk factors much more accurately than in the past. While the software we use can be a valuable tool in assessing various financial risks, it is not the only tool that should be used.

The problem is, if we completely rely on technology, there is no person touch to the services we provide to our clients, no unique considerations of each individual’s situation, and no professional thought in the planning process. At Crown Wealth Strategies, we are committed to focusing on the interpersonal relationship between us and our clients. We know the perfect recipe for success is one half technological resources and one half client relationships.

Secret Sauce Graphic

We Believe

In a Higher Standard

Although many call themselves "financial planners," only Certified Financial Planner™ (CFP®) professionals have extensive training and are held to the highest ethical and educational standards. Lizzie, as a CFP®, believes in the fiduciary standard that she is held to and in client relationships that last for generations.

The seven principles of a CFP® professional are:

  1. Integrity
  2. Objectivity
  3. Competence
  4. Fairness
  5. Confidentiality
  6. Professionalism
  7. Diligence

In Having Access to Multiple Product Options

We believe that advisors should have access to both fee-based and commission-based products. Oftentimes, our clients can be best-served with a fee-based product (like investments, which Lizzie has access to through her affiliation with Eagle Strategies LLC), but other times, they may be best-served with products that are commission-based (like annuities and life insurance, which Lizzie can provide as an Agent of New York Life Insurance and as a Registered Representative for NYLIFE Securities LLC). In the end, rather than having clients purchase these products from a broker, it has been Lizzie’s experience that clients are relieved to have a trusted advisor to review a spectrum of products and services, understand and explain the details of those solutions, and to be able to advise them on all their needs. Lizzie strives to always provide our clients with the top-tier, best-in-class choices for their assets, no matter the payment or commission that she receives.

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In Providing Value for Our Fees

The fees Lizzie charges for financial planning are clearly documented and based on a flat fee. She believes that an advisor must provide unmatched value for their fees. Therefore, she goes above and beyond to make sure that she does whatever it takes to complete a comprehensive plan, no matter how long that takes. As part of our services, Lizzie is happy to meet with her client’s trusted third-party professionals, rather than simply refering a client to an attorney or CPA without further involvement.

That Money Management Works

Lizzie provides time-tested valuable services for our clients to help them determine the right track, properly allocate their entire portfolio, invest in a prudent manner, and to monitor and adjust those investments through your ever-changing needs and environment. Lizzie does this through:

Asset Allocation

Dollar Cost Averaging*

Tax Efficient Investing**

*Dollar-cost averaging does not assure a profit nor does it protect against loss in declining markets. To be effective, there must be a continuous investment regardless of price fluctuations. Investors should consider their financial ability to continue to make purchases through periods of high and low price levels.

**Tax Efficient: either New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Wade

"...What I have found in my research is that integrated approaches which draw from both investments and insurance can create more efficient retirement outcomes."

Read Wade’s Article

In Integrating Solutions

We believe that integrating a variety of solutions for our clients, rather than using just a single type works best to achieve success. When developing strategies for our clients, we find that tactics such as integrating whole life insurance into a retirement income plan can create a more efficient outcome for income and legacies. It is often difficult for financial markets to perform well enough for an investments-only strategy to provide better outcomes than an integrated plan.

In Goals-Based Investing

A solid plan must always take into account four critical items: tax efficiency, risk management, asset accumulation, and personal goals and objectives. Each of these are small pieces of the puzzle that make up your financial plan.

Learn How We Can Help

That the Tortoise Will Always Beat the Hare

Long-term investment success generally happens for those who run the race at a steady pace, as opposed to running after fleeting trends.

Learn More About Market Volatility

In a Holistic, Comprehensive Process

We believe that the correct way to eat an elephant is one bite at a time.  Therefore, we are sure to take a step-by-step approach with each of our clients, to make sure that they understand what we’re doing to achieve their goals. Our comprehensive planning process typically encompasses risk management, asset accumulation, and distribution strategies, and we are sure to keep our clients informed along the way.

Learn More About Our Process

Asset Allocation: When it comes to asset allocation, we firmly believe in the old saying, ‘don’t put all your eggs in one basket.’ Proper asset allocation means that your wealth is distributed among different types of investments. Lizzie can help you with this in alignment with your investment strategy, in turn seeking to minimize volatility and maximize returns.

Dollar Cost Averaging: When you work with Lizzie and Crown Wealth, our goal is always to help you reach financial stability despite volatile markets. Through the use of dollar cost averaging as a solution, we can help you choose the right investments and purchase them over a specified period of time, so that you end up investing at an average cost in the market, rather than investing everything into a high market.

Tax Efficient Investing: Proper tax diversification strategies help you to position your wealth across different types of accounts, in order to alleviate some of the burden of taxes, in alignment with your financial goals. As tax rates increase or decrease, your assets will continue to be protected.

Learn More

Your New Personal Financial Mobile Website

Your Personal Financial Mobile Website can be accessed on the iPhone,
Android, Blackberry and most other popular smart phones.

  • All Your Accounts on One Page.
  • See Your Transactions.
  • Get Updated on Your Investments.
  • Monitor Your Spending.
  • Track Progress Towards Your Goals.
  • Access Important Documents.

We are committed to using the knowledge, resources, and networks we've built to serve your needs. Our priority is building long term relationships and providing the highest level of customer service, and that is why our customers come to us through word of mouth instead of sales calls.

Service

 
  • Additional staff to support our client’s needs.
  • Optional orientation session to guide you on having complete access to your financial tools.

Accountability

 
  • Annual reviews of your accounts, finances, and financial statements based on your personal preference and needs.
  • Review financial plan versus actual performance and Update as necessary.

Value

 
  • Continual review and application of asset-allocation, risk management, tax efficiency based on your goals and changing needs.
  • Bimonthly updates on timely topics, relevant to you and your family.
  • Client appreciation events.

Education

 
  • Educational financial planning series.
  • Webinars and educational videos.

Market Watch

Last Closing Prices

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Dow Jones Industrials 25,339.99 +1.15%
Nasdaq Composite 7,496.89 +2.29%
NYSE Composite 12,439.42 +0.73%

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