Financial Planning, Investment Management, Risk Analysis & Management Croxall Capital Planning was founded in 1976.
Our vision is to continue to build a firm that helps our clients for generations to come by providing advice and guidance tailored to each person’s individual situation. Our firm has three core offerings: financial planning, investment management, and risk analysis and management. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC (ww
05/19/2026
Big changes are coming this summer for students planning on using federal loans to pay for college. 👩🎓
Check out my latest blog post (link 🔗 in the comments section) to see what's happening and how you can start planning now.
05/05/2026
The average tax refund through end of March is $3,521. How will you spend yours?
See comments section for link to my latest blog post for ideas on how to turn your refund into something meaningful.
11/26/2025
The holidays are a busy time, but completing a few financial to-do's before the end of the year can go a long way. Check out my latest blog post for some quick and easy ideas: https://www.croxallcapital.com/blog/some-quick-financial-to-dos-before-ringing-in-the-new-year
06/21/2024
There's a lot of confusion around annuities and what they do. Check out my latest blog post to see 5 common misconceptions. https://www.croxallcapital.com/blog/why-should-you-consider-an-annuity
It's 529 College Savings Day! Check out my latest blog post to learn more about why these are my 5 favorite features of 529 savings accounts. https://www.croxallcapital.com/blog/my-favorite-529-account-features
05/12/2024
September is Life Insurance Awareness Month! Check out our latest blog post about some common life insurance misconceptions.
https://www.croxallcapital.com/blog/is-your-family-prepared-if-something-were-to-happen-to-you
A sudden job loss is stressful enough. Check out our latest blog post for some helpful tips to keep your finances on track.
https://www.croxallcapital.com/blog/recently-laid-off-financial-tips-to-consider
September is Life Insurance Awareness Month. Let us help you create a plan to ensure those that matter to you most are adequately protected.
https://www.croxallcapital.com/insurance
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