Welcome to the new Crawford, Graham & Associates website!

It is our intention that this site serve you in several ways:

• As a way of obtaining information and research on various financial planning and investment related topics that will help you get and stay informed.
• As a link to specific information about your own personal investment information through our Client Statement Log In system.
• As a place to come for many of the common business forms we use with you on a day to day basis. Additionally to allow you access to various government publications and forms used for income tax and\or government benefit programs.
• As a resource and direct link to outside websites that you may find useful, informative and perhaps even entertaining.
• As a library and glossary of various financial planning, estate planning, investment planning, tax planning and insurance planning terms and concepts that will encourage and help move you towards the accomplishment of your own financial goals.
• As a place to go to access a veritable smorgasbord of extremely useful financial calculators that will allow you to do your own “what if” situation planning in a variety of different financial scenarios.

More importantly though, we want this site to be another way of staying in touch, communicating with you and serving as a reminder to you of our desire to be of assistance in all areas of your financial and investment planning lives.

We welcome your opinions and feedback; not only on the usefulness of this website but on our day to day performance as well. We want to know when we “do well” because that encourages us to "do better". And, we really want to know when we’re "messin’ up" because that makes us aware of areas needing our attention. We can then strive to improve. To steal a phrase ... being great is a process not a destination and with your help we can all benefit from the process of becoming better than we were yesterday.

Many thanks for taking the time to visit us!