Jim Crider (CFP®)
Jim Crider focuses in the
following client markets or areas of practice:
- Corporate Executives
- Federal Employees
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Corporate Executives
- Federal Employees
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Tax planning · Retirement income planning · Roth conversions and tax-efficient withdrawal strategies · Business owner planning · Business exit planning · Entity structure · Investment management · Estate planning · Charitable giving · Cash flow planning · Real estate consultingAdditional Information
Jim Crider, CFP®, is the founder of Intentional Living FP. He works with business owners, real estate investors, and households approaching or in retirement — typically those navigating significant financial decisions around taxes, retirement income, and business transitions. Jim and his team take an educational, planning-first approach: they explain how things work and help clients ask the questions worth asking, so decisions flow from what matters most to each client. Jim has been featured in CNBC, CBS News, Forbes, Fortune, Financial Advisor Magazine, and ThinkAdvisor, among others.NAPFA Start Date
September 17, 2021
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