230 Beiser Boulevard Suite 201 Dover, Delaware 19904 Phone: Local (302)659-3981 Fax: 302-659-3982
The primary purpose of life insurance is to protect your dependents financially in the event of your death.
Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Product and Service Offerings
Products:
- Mutual Funds*
- Money Market Funds (Income Taxable & State Income Tax-Free) *
- Income Tax-Free Bonds*
- U.S. Government Bonds*
- Common & Preferred Stocks*
- Corporate Bonds*
- Unit Investment Trusts*
- Annuities (Variable* & Fixed)
- Life Insurance (Variable*, Traditional, Survivorship & Business Programs)
- Investment Advisory Products*
- Employer Sponsored Retirement Plans (401(K), 403(B)), SEP & SIMPLE IRA Plans)
- Education Plans (529*, UTMA & Coverdale IRA)
Services:
- Personal Financial Planning*
- Business Financial Services
- Personal Trust Services
- Investment Research*
- Cash Management Services
*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Crawford Financial Services and Pratt Insurance are not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://Bit.ly/KF-Disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
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