Crown Wealth Management

Honor, Trust, Integrity

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Crown Wealth Management created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement and estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.  We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.  We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "Favorites" in your Internet browser.  We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

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