RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients – not sell to them.
Our clients are family to us. From the very first phone call, you will quickly get a sense that our team is genuinely interested in getting to know you. We value relationships and take the time to ask …
Personal Financial Planning
We are passionate about planning! Our experience suggests that goals are most likely to be achieved when a carefully designed plan is combined with clear communication and a commitment to execution…
We offer a complimentary introductory meeting designed specifically to learn more about your situation, goals and objectives as well as to establish what we can do to help. All information provided and/or discussed in this meeting is held in strict confidence.
How You Benefit
We all want peace of mind with respect to our financial future and the decisions we make along the way. Our clients benefit in many ways from our unique, down-to-earth approach to wealth management…
The Client Experience
It all starts with you. We understand that the most successful and rewarding relationships result when we are focused on serving our clients and their families, rather than ourselves…