Crescent Financial Group

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Crescent Financial Group We provide experienced guidance and exceptional personalized service so you can gain confidence in your financial future.

Our financial planners believe in working with our clients to create a customized strategy, tailored to each individual's needs. We can assist with investment planning, wealth management, college and retirement planning, risk management analyses, life insurance options, and more. Contact our financial advisors today to get started! Securities offered through LPL Financial, Member FINRA/SIPC. finra.org, sipc.org Crescent Financial Group, is an other business name of Independent Advisor Alliance, LLC. All Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

A lot of people think a will covers everything, but a complete estate plan usually includes a few more pieces — benefici...
10/16/2026

A lot of people think a will covers everything, but a complete estate plan usually includes a few more pieces — beneficiary designations, powers of attorney, and sometimes a trust. Missing one can create real confusion down the road.

Even with good intentions, estate planning mistakes are easy to make. Our new blog post walks through the most common on...
10/15/2026

Even with good intentions, estate planning mistakes are easy to make. Our new blog post walks through the most common ones we see — and how to avoid them. Read it here: [link]

Myth: estate planning is just for wealthy families.Fact: it's really about making sure your wishes are clear and your fa...
10/13/2026

Myth: estate planning is just for wealthy families.

Fact: it's really about making sure your wishes are clear and your family isn't left guessing — no matter what your estate looks like.

Here's something that surprises a lot of people: your will doesn't cover everything. Retirement accounts, life insurance...
10/12/2026

Here's something that surprises a lot of people: your will doesn't cover everything. Retirement accounts, life insurance, and payable-on-death accounts all pass by beneficiary designation instead — no matter what your will says. Worth checking that those are still accurate.

If charitable giving is part of your year-end plans, a few strategies are worth knowing: donating appreciated stock inst...
10/09/2026

If charitable giving is part of your year-end plans, a few strategies are worth knowing: donating appreciated stock instead of cash, giving from your IRA if you're 70½ or older, or bunching a few years of gifts into a donor-advised fund. All three can support your giving and your tax picture at the same time.

AI can crunch numbers fast. What it can't do is understand what matters to your family, your estate goals, or how you're...
10/08/2026

AI can crunch numbers fast. What it can't do is understand what matters to your family, your estate goals, or how you're feeling during a rough week in the market. That part still takes a real person.

AI is showing up in more and more investment tools these days. We wrote a new blog post on what it's actually good at, w...
10/06/2026

AI is showing up in more and more investment tools these days. We wrote a new blog post on what it's actually good at, where it falls short, and why a real conversation with an advisor still matters. Read it here: [link]

Myth: AI can fully take over managing your investments.Fact: it's genuinely useful for processing data fast, but it does...
10/05/2026

Myth: AI can fully take over managing your investments.

Fact: it's genuinely useful for processing data fast, but it doesn't know your goals, your family, or what actually matters to you.

A quick heads-up if you're at the age where retirement accounts require minimum distributions: the deadline is December ...
10/02/2026

A quick heads-up if you're at the age where retirement accounts require minimum distributions: the deadline is December 31. Worth getting ahead of it rather than waiting until the last minute.

Q4 is here, and it's a good natural checkpoint for a few things: your estate documents, your investments, your retiremen...
10/01/2026

Q4 is here, and it's a good natural checkpoint for a few things: your estate documents, your investments, your retirement account deadlines, and your taxes. We'll be digging into all of this over the next few weeks.

Address

416 W Main Street
Lexington, SC
29072

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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