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Financial Planning Resources for Federal & Postal Employees

Crane Investment Services

Company: Crane Investment Services
Contact: Casey Madsen
Address: 3855 W Jonathan Dr
City: Bloomington
State: IN
Zip: 47404
Phone: 800-692-3274 x7572
Fax: --
Email: cmadsen@cranecu.org
Website: www.cranecu.org/federal-employees/

About My Practice

As a federal employee, you know your benefits are complex. Our financial planning process has been uniquely designed to address the considerations that generic planning does not. Rather than focus on just one piece of the puzzle, we look at your entire financial picture to help you make the choices that are right for you.

We can help you with:

  • Calculating your FERS/CSRS pension
  • Military Service Buybacks
  • How to allocate your Thrift Savings Plan
  • Whether Roth TSP contributions are right for you
  • Preparing your SF-50s for retirement
  • How Social Security fits into your plan

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: IN, IL, OH, KY, SC
Security Licenses: IN, IL, OH, KY, SC, FL

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Employee

My Broker / Dealer Affiliation

CUNA Brokerage Services, Inc.

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