Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Steven L. Crawford, CFF®, MBA

Your Peace of Mind Retirement Income Partners

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
FIG Wealth Partners Steven L. Crawford, CFF®, MBA
Huntersville, NC

Your Peace of Mind Retirement Income Partners

980-216-8487

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Retirement Planning
  • Social Security

About Me

Steven L. Crawford, MBA, Certified Financial Fiduciary®, National Social Security Advisors® is Managing Partner of FIG Wealth Partners with 23 years experience in the insurance and financial services industry working as a “Retirement Income & Advanced Tax Planning Strategist”.

Also, Mr. Crawford is co-author of the Amazon Best-Seller "The Success Formula with Jack Canfield" (author of The Best Selling "Chicken Soup for the Soul"). In addition, Mr. Crawford was awarded by Forbes as a Top 10 author for his article titled, "What They’re Not Telling Us About Our Retirement Savings."

Mr. Crawford is a member of National Academy of Best-Selling Authors®, member of the National Association of Experts, Writers & Speakers®, National Ethics Association, National Black MBA Association and Hall of Famer with a youth sports organization (Pembroke Pines Optimist) in Pembroke Pines, Florida. Furthermore, He has extensive retirement income planning expertise with a focus on tax advantaged strategies & exclusive alternative non-correlated assets that offer greater diversification and growth often not found in traditional investing. These strategies main objectives are to secure retirement (with growth opportunities) from stock market volatility that can erode life savings and protect Americans from future tax laws that will have an impact on your retirement income.

In addition, Mr. Crawford has been seen on CBS television show “Morning Break,” CBS Local News, Fox Sports and NBC 6 South Florida. In addition, Steve’s a financial instructor and chapter president for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees. Also, he is a sought after advisor requested to teach estate preservation, retirement income for affluent attendees and business continuation strategies for business owners at various businesses throughout the country.

Lastly, he is host of the radio & YouTube show "Sports Bucks" with Steve which airs every Saturday morning from 7-8Am on KCAA Radio in Los Angeles and on YouTube daily. His motto is to provide refined ‘Foundational Retirement Planning Solutions’ primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets; alleviate the concerns of "outliving your money" and aspire to a work optional lifestyle. Mr. Crawford does this through a process he’s developed and refined called TCE: TOTAL CLIENT ENGAGEMENT. This is a process of educating clients about what's really happening with your money in spite of the media or uncertainties of Washington and Wall Street.

Professional Designations

  • Certified Financial Fiduciary (CFF)

Primary Location

8936 Northpointe Executive Park Drive, Suite 240/260, Huntersville, North Carolina 28078

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We believe in a beyond Wall Street thinking that utilizes a holistic approach to planning with a core focus towards "outside the box" strategies to help protect and build retirement wealth for our clients.

This allows us to provide our clients the best financial options available for their personal situation without the singular focus many firms have in traditional Wall Street planning.

FIG Wealth Partners primary focus is building and protecting wealth for our clients utilizing all available options including tangible asset classes for true diversification and market/inflation hedges.

Therefore, we believe as many economist have indicated that when the stock market has its inevitable correction, our clients will be uniquely positioned to still see sustainable success without the volatility associated with those markets.

Furthermore, our clients typically are those who are concerned about FUTURE TAXATION. “ "Did you know that up to 85% of your Social Security could be taxed as income once you begin receiving it?"

Lastly, those who are tired of the talking heads in the media and the "Financial Entertainers" who are paid to give "one size shoe" fits all statements but don't recognize that "Your" situation is unique.

Don't leave your retirement plans to the luck of the market instead be prepared by having a real plan that considers stock & bond market corrections, future taxation, and the uncertainties of Washington politics by working with our advisors at FIG Wealth Partners to help you reach a safe and prosperous retirement.

Like the Roman Philosopher Seneca says, "Luck is a matter of preparation meeting opportunity.” Well, we understand this and believe there's a better way to build & protect your wealth and reduce your taxes through a process we call, Total Client Engagement: TCE! This is why our clients say, "FIG Wealth, "Discover Better!"

*Fig Wealth Partners does not give tax advice but works with your accountant— preferably a CPA, EA or tax attorney — regarding any Roth IRA conversions and or other tax planning strategies that are compliant to current tax laws *

Hobbies and Interests

  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Find Highly Rated Small Business Financial Advisors and Learn How They Help
Looking for a Financial Advisor for Healthcare Professionals?
Financial Planning for Business Executives
Looking for a Financial Advisor in Charlotte, North Carolina?