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March 2016

Who We Are / Our Focus
Meet Erik Dodds

Erik Dodds is the President and CEO of Crown Wealth Management, LLC, with over 12 years of experience in the financial services industry.

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What We Do

Our financial strategies use insurance and investment products, such as annuities, to help you meet financial goals.

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Crown Wealth Management, LLC and JWC/JWCA are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Your Retirement Income Planning Checklist Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.