Delta Community Retirement & Investment Services
Shaun M. Crawley, CFP®
LPL Financial Advisor
Specialties: Retirement Planning, Retirement Income, Social Security Planning, Estate Planning Conversations, Investment Management, Sudden Wealth Management
Concerns about money are common among many of us. You don’t have to face these concerns alone. Need a fresh perspective? My job is to help people from all walks of life make good financial choices.
I promise you two things if we work together. The first promise is to help you make good financial decisions by providing you with clear and objective information. The second promise is to help you avoid making bad financial choices. Sometimes, the second promise turns out to be more important than the first. To accomplish these two goals, I will focus on the details of your financial life and what matters most to you. I’ll try to ask the right questions, listen carefully to what you have to say, present you with the appropriate solutions for your situation, and always have your best interest at heart. The goal is not to force a solution on you. The goal is to be helpful to you.
I’m incredibly fortunate to be a Financial Advisor and following the career advice that I give my daughters – “find something you love and you’ll never work a day in your life”. It’s a privilege to do what I do. Whether it’s reading books and articles by the best minds in finance, participating in local and national conferences by the Financial Planning Association, or doing outreach volunteer work to educate the public about money, I love my profession.
My “book world” experience comes from studying at the College for Financial Planning to become a Certified Financial Planner™. But my “real world” experience has taught me that there are many ways to measure wealth and the financial aspect is only one of them. So when I help someone with Retirement Planning, for example, we always consider the emotional and physical aspects of their situation. You’ll also see this broad, holistic approach in the many workshops we write and present through Retirement & Investment Services. I’ve had the joy of helping to research, write and present a variety of the topics that we cover. If you haven’t joined us at one of our workshops, I hope that you will consider attending.
You’d be correct to conclude that I take my job of helping our members quite seriously. But a word of warning – you and I may have a few laughs along the way. And while you’re not required to smile at my occasional attempts at humor, I’ve found it makes the process all the more enjoyable.
My wife, Connie, is an educator, and we have two daughters in college, including one in Japan. I’m originally from New England. We have been happy residents of Fayette County for over 25 years. I enjoy time with my family, international travel and walks with Molly - the world’s best dog.
Shaun is a CERTIFIED FINANCIAL PLANNERTM.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.