Jason Crawshaw, CPA
William Allan, Inc.

Financial Services

Business owners face a different set of challenges and opportunities. We provide financial planning that integrates business goals with personal wealth. Services include retirement plan design, succession planning, cash flow management, tax strategies, and employee benefits. We help business owners align their company's success with their personal financial future, ensuring both are working together toward long-term growth and stability.

Your financial goals are unique, and your plan should be too. We create individualized financial strategies that cover budgeting, saving, investing, and retirement planning, as well as tax and estate considerations. Whether you're just starting out, in your peak earning years, or preparing for retirement, we help you take control of your financial future with confidence and clarity. Our goal is to simplify complex decisions and help you achieve balance between today's needs and tomorrow's goals.

Good financial advice provides clarity in an often overwhelming financial landscape. At William Allan, we offer tailored consulting designed to help individuals, families, and businesses make informed decisions. Whether it's analyzing investments, planning for retirement, structuring business finances, or evaluating tax strategies, we provide objective, research-driven guidance. Our consulting process prioritizes understanding your goals and circumstances so that the advice we provide is both practical and actionable.

At William Allan, we believe portfolio management is about more than chasing returns, it's about aligning your investments with your goals, risk tolerance, and time horizon. Our team builds and manages diversified, high-quality portfolios designed to weather market cycles while pursuing long-term growth and income. Using disciplined research and a selective approach, we carefully evaluate opportunities that offer sustainable value and competitive advantages. We continuously monitor portfolios, making adjustments as market conditions and client needs evolve. The result is a thoughtful, conviction-driven investment process that balances risk with reward. Whether you're focused on wealth accumulation, retirement income, or legacy planning, our portfolio management process provides the structure and discipline to help you stay on track.

A secure retirement doesn't happen by accident, it requires foresight, discipline, and planning. We help clients define their retirement goals and create strategies to fund them, whether that means ensuring lifetime income, minimizing taxes, or planning for healthcare costs. With life expectancies increasing, planning for 25-30 years of retirement is essential. Our retirement planning services include income strategies, Social Security optimization, required minimum distribution (RMD) planning, and Roth conversion analysis. We integrate investments, taxes, and estate planning into a comprehensive approach, giving clients confidence that they can enjoy the lifestyle they've worked hard to build.

If you've left a job or have multiple retirement accounts scattered across employers, rolling over your 401(k) can help simplify your financial life. At William Allan, we guide clients through the rollover process to ensure assets are transitioned efficiently, tax consequences are minimized, and investments are aligned with long-term objectives. We evaluate whether a rollover to an IRA or another qualified plan makes the most sense for your unique situation. By consolidating accounts, you gain greater control, investment flexibility, and simplified tracking. Our team helps ensure your retirement savings continue to grow in a way that supports your long-term goals.

Estate planning ensures your wealth serves your family and legacy in the way you intend. We help clients establish wills, trusts, and charitable strategies that minimize taxes, avoid probate, and provide clarity for heirs. Whether your goals are protecting loved ones, supporting causes you care about, or passing on a business, we work alongside your legal and tax advisors to design a plan that reflects your wishes. Estate planning and trusts are about more than wealth transfer, they're about peace of mind and protecting your legacy.

Taxes can erode wealth if not carefully planned for. We help clients integrate tax-smart strategies into every area of their financial plan, from portfolio management and retirement contributions to charitable giving and estate planning. Our team evaluates current and future tax exposure, identifying opportunities to reduce liabilities and maximize efficiency. Working in coordination with tax professionals, we create strategies designed to protect your wealth today and preserve it for the future.

Rising education costs make early and strategic planning essential. We help families design education funding strategies that balance affordability with tax efficiency. Options may include 529 college savings plans, custodial accounts, and investment vehicles tailored to your timeline and goals. Our goal is to make education funding manageable without compromising your other financial priorities, like retirement savings or wealth preservation. By integrating education planning into your overall financial strategy, we help ensure you can support your child's future without jeopardizing your own.

Investing without strategy can expose you to unnecessary risk. At William Allan, we provide disciplined, research-driven investment advice and management tailored to each client's needs. Our process focuses on selecting quality companies, evaluating valuation opportunities, and maintaining diversification. We seek to deliver long-term capital appreciation while balancing income and risk. With active monitoring and regular reviews, we help ensure your investments remain aligned with your goals and market realities.

True wealth management goes beyond investing. At William Allan, we integrate investment management, tax strategies, retirement planning, and estate considerations into a unified approach. We work with individuals, families, and business owners to address every stage of wealth, from accumulation to preservation and transfer. Our goal is to simplify complexity, protect assets, and align financial strategies with your values and goals. We believe wealth management should be personal, disciplined, and forward-looking; a partnership that not only grows your wealth but ensures it serves your family and legacy for generations.

Every financial plan carries risk, but unmanaged risk can jeopardize long-term success. At William Allan, we design strategies to help identify, mitigate, and manage financial risks; from market volatility to unexpected life events. Our approach ensures clients aren't overexposed to unnecessary risk, while still pursuing the growth they need to meet their goals. Protecting your wealth is as important as building it, and effective risk management provides the stability and confidence to navigate uncertainty.

Successful money management means striking the right balance between spending, saving, and investing. We help clients establish customized strategies for managing cash flow, building emergency reserves, and investing surplus funds for long-term goals. By understanding your priorities, whether it's paying down debt, funding education, or building wealth, we create clear, practical strategies that align with your objectives. Money management is the foundation of financial success, and with disciplined planning, we help clients make their resources work harder and more efficiently.