Steven L. Crawford, MBA

Managing Partner at FIG Wealth Partners

Charlotte, North Carolina

Quick Answer

Steven L. Crawford, MBA, Managing Partner, is a licensed independent financial professional at FIG Wealth Partners in Charlotte, North Carolina with 25+ years of experience. Specializing in Retirement Income Planning, Tax Strategies, Social Security Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Steven L. Crawford, MBA in Charlotte, North Carolina

Phone: 980-486-0250

Email: [email protected]

Website: https://figwealthpartners.com/

Areas of Expertise in Charlotte, North Carolina

Retirement Income PlanningTax StrategiesSocial Security PlanningWealth Protection

About Steven L. Crawford, MBA — Charlotte, North Carolina

Licensed Independent Financial Professional · 25+ Years Experience · SafeMoney Certified™

Steven L. Crawford, MBA — Managing Partner at FIG Wealth Partners Steven L. Crawford, MBA, The Retirement Wealth Coach®, Certified Financial Fiduciary®, and National Social Security Advisor® is the Managing Partner of FIG Wealth Partners, where he leads with over 25 years of experience in the insurance and financial services industry. As a Retirement Income and Advanced Tax Strategist, Mr. Crawford specializes in helping individuals, families, and business owners create tax-efficient retirement plans designed to protect income serving clients in Charlotte, North Carolina, reduce risk, and build lasting wealth. A recognized thought leader in the field, Mr. Crawford is co-author of the Amazon Best-Seller "The Success Formula with Jack Canfield" and the host of the nationally syndicated radio program "Sports Bucks with Steve." His ability to combine education, experience, and insight has made him a trusted voice in retirement income planning across the nation. Steven L. Crawford's dedi...

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Steven L. Crawford, MBA & Financial Advisors in Charlotte, North Carolina

What services does Steven L. Crawford, MBA offer?

Steven L. Crawford, MBA at FIG Wealth Partners offers Retirement Income Planning, Tax Strategies, Social Security Planning in Charlotte, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Steven L. Crawford, MBA SafeMoney Certified?

Yes, Steven L. Crawford, MBA is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.