Sean Crowley

IFW Financial Professional Sean Crowley IFW Financial Professional Sean Crowley

Sean Crowley – Financial Consultant  With 29 years of experience as a Philadelphia-based advisor, John J Crowley MBA has developed a well-recognized practice focused on helping retirees and pre-retirees preserve their wealth, reduce their tax liabilities, increase their monthly income and protect their financial future, while avoiding some of the more common financial mistakes many people make.

His expertise also carries over to the many financial issues facing small business owners. Specific areas where John provides helpful solutions include reducing and/or eliminating taxes on income and social security, maximizing returns on investment assets (while minimizing risk exposure), protecting assets from nursing home expenses, and avoiding and/or eliminating probate assets and estate taxes.

Believing that each individual's case is unique, John listens carefully to understand each person's goals, shunning any "cookie-cutter" approach to planning. Instead, he utilizes his years of experience and expertise in developing an optimal, high-quality solution that meets his client's specific needs. John is a lifelong native of Pennsylvania, and has made his home in the Philadelphia area for the past 25 years along with his wife, and their two sons.

LICENSES & ACCREDITATIONS

  • Retirement Planner
  • Licensed Insurance Planner
  • College Planning

AREAS OF EXPERTISE

  • RETIREMENT PLANNING
  • LIFE INSURANCE
  • ESTATE PLANNING
  • FINAL EXPENSE

Sean Crowley

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