Connecting with you is the first step we take towards identifying and pursuing your dreams.Learn More
Get to know the team of trusted and talented professionals who are hard-at-work for you at Crossroads Financial.Learn More
Explore our full range of social security, tax, retirement, and investment services and solutions.Learn More
Financial Planners That Care
Life has a way of bringing you to forks in the road. Whether you approach these decisions with excitement or uncertainty, it's incredibly important to surround yourself with people who can provide you honest, thoughtful advice at any junction. At Crossroads Financial, we position ourselves at the intersection of your current finances and your future goals to help you make sense of all of your options and pinpoint the direction that is truly best for you. Join our family today, and let us take the stress out of planning for tomorrow.Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Six overlooked tax deductions to help manage your tax bill.
It may help your business be better prepared in the event of the death of a principal or key employee.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are a few things to consider when buying or leasing your next vehicle.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.