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About

Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement.

The RS Crum team is composed of highly-educated and experienced professionals devoted to the highest standards of client service and include four Certified Financial Planners®. Our personalized approach allows clients to look to us for much more than investment advice. As fiduciary consultants, we prefer to serve our clients – not sell to them.

Keywords

social security strategies, retirement planning, family welath counseling, financial education, risk management coordination, tax efficiency, business exit planning, lifetransition consulting, philanthropic giving, estate planning coordination, cashdebt management

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8
1976
$16.9M

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