Your Personal Finance Concierge
What’s the Benefit?
Surveys show that employees nationwide feel stress around their personal finances, especially now. We want to help in a unique way.
Through our relationship with Todd Crowley and Coastal Financial, we’ve negotiated deeply discounted access to Personal Finance Concierge, a boutique financial planning service designed specifically for the busy lives of biopharma executives.
How is PFC (Personal Finance Concierge) different from our other benefits?
PFC is designed to be a one-stop shop for the financial planning decisions & topics Radius employees encounter. From how your ESPP can fit into your overall strategy, to tax mitigation, retirement mapping, or simply asking “How can I maximize my overall plan?”
PFC is aligned with our mission and values. When Todd’s three children were diagnosed with a rare disease, helping with the unique planning needs of life science employees like us became his inspiration to create PFC.
Below is a broad list of the topics covered by the Personal Finance Concierge.
SAMPLE TOPICS
*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
**Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
***Some health insurance products offered by unaffiliated insurers.
Where Do I Start?
Radius employees can also schedule a complimentary consultation to discuss questions about their own family’s holistic planning and to learn more about this service: Schedule a meeting
Are you wondering: "Where do I begin?”
Take the PFC two-minute financial health assessment: Financial Wellness Assessment
You will receive a simple “red, yellow, green” analysis of five key areas of your financial health. You can use your results as an agenda for your consultation, and you will be automatically enrolled in an ongoing personalized advice & education email series.
Reminder: Don’t miss out on your complimentary consultation! We are proud to offer this unique service and hope you will take advantage of it.
Contact Todd Crowley directly for more information.
Learn More About Your Personal Finance Concierge
Please fill out the form below to learn more or schedule your consultation.
Reach Out To Us With Questions!
We would love to hear from you.
Christopher Hodgson CFP®, MSFS, CFBS, CLTC
Founder & Managing Partner
chrishodgson@coastalfinancial.com
Todd L. Crowley
Partner
tcrowley@coastalfinancial.com
Michael Silva
Director of Operations & Financial Planning
MichaelSilva@coastalfinancial.com
Christopher Hodgson Jr.
Partner
CMHodgson@coastalfinancial.com