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Financial Services

Achieve your financial goals and objectives.

Financial services provided by Capital Region Insurance Agency.

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We offer financial services for our clients through well-designed and thought-out solutions to help you manage your money for the future of you and your family.

CRIA, Inc. is more than just insurance.

We offer personalized solutions to help you achieve your financial goals and objectives. Some of our services include:

  • Monthly/Quarterly Write-ups
  • New Business Set-ups
  • Assistance in Financial Needs
  • Estate and Gift Tax Planning
  • Business Cost and Budget Analysis
  • New Systems Development
We partner with top-rated companies to offer you premier service.

CRIA Financial Services offers access to a wide range of financial services. We provide custom planning solutions for both your personal and business needs in the following areas:

  • Asset Protection and Insurance Planning
  • Business Planning
  • Estate Preservation and Planning
  • Retirement Planning
  • Wealth Management
Learn more about our custom planning solutions.

Asset Protection and Insurance Planning

Protect your loved ones or business from financial hardship and shield your assets from unnecessary taxation.

  • Life, Disability, and Long-Term Care Insurance
  • Insurance Needs Analysis and Planning
  • Policy Review and Audit
  • Risk Assessment and Management

Business Planning

You’ve worked hard to build your business and now you need to take it to the next level. We can help you develop and implement strategies to attract, reward, and retain key employees or ensure a smooth transition of your business when it’s time.

  • Employer-Sponsored Retirement Plans
  • Business Succession Planning
  • Buy/Sell Insurance

Estate Preservation and Planning

Certain kinds of assistance cannot be rendered remotely, like hardware related problems, repairing a TV, and others.

  • Wills, Trusts, and Estate Tax Minimization
  • Multi-Generational Planning
  • Planning for Children With Special Needs
  • Charitable Giving

Retirement Planning

The retirement of your dreams takes vision, planning, and discipline. That’s why we’ll work closely with you to develop and monitor a custom plan to ensure your retirement is everything you want it to be.

  • Investment Assessment, Management, and Monitoring
  • 401(k) Investment Planning
  • Retirement Incoming Planning
  • Pension and Qualified Plan Distributions

Wealth Management

Our proven professionals will work with you to set realistic wealth accumulation goals based on your personal objectives, risk tolerance, and goals.

  • College Planning and 529 Plans
  • Independent Investment Analysis

If you’re interested in finding ways to manage your finances, we can walk you through your options. Contact us today!

Financial Services - Happy Business Communication Between Financial Agent and Clients in the Office

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Financial Services

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