Are You Leaving Money on the Table?
Many retirees miss out on tens of thousands in Social Security benefits simply because they don’t know their options. Filing at the wrong time could be very costly—this is a one-time decision with lifelong impact.
Join our free workshop to learn how to strategically plan for your Social Security, avoid costly mistakes, and pursue the retirement you deserve.
Seats are limited—register now!
April 10th – 6 pm – Redding City Hall Community Room
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
What We Offer
Strategizing For Social Security Benefits
Get the most from what you’ve earned.
Comprehensive Retirement Planning
Design a future you can enjoy with confidence.
Estate & Legacy Planning
Protect what matters most and ensure a smooth transfer of wealth.
Education Savings
Invest in your family’s future success.
Tax-Efficient Strategies
Keep more of what you’ve earned through smart tax planning.
Professional Investment Management
Build, grow, and preserve your wealth.
Asset Preservation
Safeguard your assets from life’s uncertainties.
Business Planning
Strategic advice for business owners seeking growth and security.
Let’s create a clear plan toward financial confidence—starting today!
About Kevin
Kevin Crandell has lived in the Redding area for over 25 years. He attended Foothill High school before going to Shasta College, then went on to graduate from CSU Chico with a business degree, in 2011.
Kevin has worked in many industries, which has given him insight into his clients’ backgrounds, ambitions, and goals.
Kevin is also a Series 7 & 66 (held through LPL Financial) licensed Financial Advisor and Registered Social Security Analyst and is dedicated to giving people hope for retirement.
He and his wife have been married for 13 years and are currently raising 3 rambunctious, amazing kids. He has a true passion for helping families manage their financial journeys no matter what stage of life they are in. Kevin firmly believes Redding is the best place to live and retire in California and is dedicated to seeing the community he shares with his clients thrive.