How We Work

How We Work

Crawford Financial provides professional experience and guidance to clients for retirement planning. Each strategy is clear and unbiased, helping give clients confidence in their futures.

We stay focused on the client’s big picture and overarching desires with their future goals in mind and putting their strategy together based on that philosophy. The goal is to help each client achieve and maintain financial independence throughout retirement by preserving, protecting and growing their wealth. With more than 10 years of experience in the industry, we’re loyal and truly dedicated to the financial well-being of our clients.

Our hope at Crawford Financial is to continue to help clients retire confidently. To do so, we are committed to being accessible to our clients when they have questions or concerns and answering them as quickly as we can.

Our team approach adds perspective to all we do and provides increased benefits to our clients.


Kip Crawford

President & Founder

(816) 255-9440

Kip, the president and founder of Crawford Financial, serves others because it is simply who he is. He understands life brings many changes, and people need to be reassured when working with Crawford Financial, which is why he is adamant about communicating with his clients on a regular basis and helping them understand their strategies so they can weather the ebbs and flows that come with being invested in the market.

To Kip, clients are not just people—many are now friends. He feels grateful he has the skills to help clients be successful and believes one of the best parts of working in this industry is when a plan is implemented and a client’s goals come to fruition.

Kip stresses the importance of education to his clients because he’s witnessed clients involved in strategies not suitable to their goals, but they weren’t informed enough to know the difference. His caring approach and loyalty to his clients helps ensure he’s working in their best interests.

Kip holds his Series 6 & 63 registrations, as well as his life and health licenses and works in the states of Missouri, Kansas, Arizona and Colorado.

Outside of the office, Kip enjoys spending time outdoors hunting and camping, and enjoying quality time with his family.