Craft Your Optimal Financial Future

Financial Planning in Louisiana

Comprehensive Financial Services

We are committed to providing the highest quality products and services that cover these categories:

Legacy Planning

Insurance Strategies

Money & Lifestyle

Investment Management

Retirement Income Planning

Tax Minimization Strategies

Discover Confidence Through Awareness, Knowledge, and Empowerment

At Crawford Financial Group, we’re more than a firm—we’re your partner for every stage of your financial journey. Backed by rigorous industry experience, our team has guided families, business owners, retirees, and small- to mid-sized companies across Louisiana and beyond with tailored wealth, investment, and insurance strategies.


Let us help you optimize your assets and portfolios—so you can focus on what matters most.

Schedule your no cost, no obligation today!

Teamwork Benefits You

Together, our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address the following:

Investing principles and strategies.

Retirement investing and distribution.

Legacy planning and conservation.

Risk management analysis.

What’s on your mind?

When clients come to us, they often have common questions like these:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound legacy plan?
  • Do I have enough life insurance for my family?

Take the First Step

Our six-step process involves asking in-depth questions and listening to our clients. We seek to uncover any financial challenges and offer strategies for them.

Discover

Learn about you and your goals.

Analyze

Understand your situation.

Strategize

Discuss recommendations.

Verify

Double-check data and actions.

Implement

Implement agreed-upon actions.

Monitor

Conduct reviews and make adjustments.