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
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A quick look at how federal income taxes work.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Life insurance proceeds are generally tax-free. But not in all cases.
This worksheet can help you estimate the costs of a four-year college program.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?