Wagstaff & Crawford
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Why Financial Planning?

 

About Wagstaff & Crawford

My Financial Plan

Financial security starts with a plan

Contributing to your 401(k) is important. But it’s just one step in a bigger plan -- a financial plan that shows where you’re going and how you’re going to get there.

Don’t think that a financial plan is just for the super-wealthy. The potential exists for everyone to profit – literally – from a carefully customized plan.

Most people fail to create a financial plan because they don’t know where to start. Fortunately, Wagstaff & Crawford knows how to design the right plan for you.

It’s easy to get started. Together with you and your other professional advisors, we can design a comprehensive financial plan for you.

Protect what you’ve earned

Life has a way of throwing surprises in your path when you least expect them. That’s why it’s vital to protect yourself and the assets you’ve worked so hard to acquire -- assets such as your retirement account, your health, your home and property, your family, and more.

Together, we can help you identify and anticipate the different surprises that may happen and figure out well in advance how to address them.

With over 20 years of experience, we know how to guide you through the details and decisions to find the right financial plan for you.

  About Wagstaff & Crawford

Benefit from our wealth of experience

Wagstaff & Crawford was established in 1985 with headquarters in Salt Lake City, Utah. We currently service retirement plans for approximately 3,000 individuals and more than $100,000,000 in plan assets.

Let us use our wealth of experience to help you make the most of your financial plans and build a strong financial foundation for now and in the future.

D. Boyd Wagstaff

With a wealth of financial experience under his belt, Mr. Wagstaff is uniquely qualified to help both corporate and individual clients achieve their financial objectives. His motto is, “We help clients acquire assets, protect their assets, and distribute their assets.”

Experience:
Chief Deputy State Auditor (Utah) 1976-1980
CFO Piute Oil and Mining Corp 1982-1984
CEO Wagstaff Properties 1976- Present
Wagstaff and Crawford 1984-Present

Robert B. Crawford

Serving clients has been Mr. Crawford’s focus for his entire career. His ability to understand clients and find solutions to their financial situations has been vital to the success of many hundreds of individuals.

Experience:
B.S., University of Utah 1984
Chartered Financial Consultant, ChFC Designation, American College 1995
Chartered Life Underwriter, CLU Designation, American College 1996
Wagstaff and Crawford 1984-Present

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Call 801.595.1100 or 800.748.4865 for a no-cost, no-obligation consultation.

D. Boyd Wagstaff and Robert B. Crawford are registered representatives of and offer securities,
investment advisory, and financial planning services through MML Investors Services, Inc., Member SIPC.
6340 S. 3000 E. Salt Lake City, UT 84121 (801) 943-6277

Wagstaff & Crawford is not a subsidiary or affiliate of MML Investors Services, Inc.

© Copyright 2004 Wagstaff & Crawford