CRS - Retirement & Estate Services jobs and careers

About CRS - Retirement & Estate Services

CRS - Retirement & Estate Services is involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to their needs and means. Constant research and analysis ensures that solutions are appropriate both to client requirements as well as to the ruling economic environment. Our excellent support staff ensure that the service offered is professional, efficient and comprehensive. Our Estate and Trust Management services enable the formulation of thorough and appropriate Estate Plans that are more than a few simple documents. An Estate Plan is a vital structure to ensure that your family is well cared for - both financially and practically. The death of a loved one is stressful without the added concern of financial support and the administrative issues of dealing with practical matters. The skills of our planners as Professional Business Coaches are employed to reinforce the belief that the client’s finances should support your goals rather than being a goal in itself. Through the use of coaching practices, clients are encouraged to identify their life goals so that the Financial Plan can be developed in support thereof. Specialties: CRS concentrates on long-term personal financial planning with a bias towards retirement and investment planning.