How We Work

We will always take the time to do what is in the best interest of our advisory clients. To accomplish this we schedule regular meetings with our clients, hold educational events and provide a sincere, caring attitude towards every client.

We manage your investments and retirement plans through a three-prong approach:

Alternative investments

Fee-based managed accounts that use multiple assets with asset allocation

Modern Portfolio Theory & Asset Allocation techniques to construct a portfolio that will help your pursue your goals and expectations for retirement

Investing involves risk including loss of principal. Asset allocation does not ensure a profit or protect against a loss. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Thorough, Responsive, Interactive

We place a high value on getting to know you on a personal level and welcoming you as a member of our family. From our initial meeting together, we work closely with you as we create and maintain a customized plan aligned with your objectives.

Discover: By completing a confidential profile, you enable us to gain a better understanding of your needs.
Assess: Once we make a detailed analysis of your finances, we then determine how to establish suitable long-term financial goals.
Implement: After careful consideration, we decide the best approach to take and we put your personalized plan into action.
Monitor: We maintain consistent contact with you as we carefully observe your portfolio and make any necessary adjustments.

Educating the community and giving our clients the tools to ask the right questions are important to our philosophy of retirement planning. We partner with various local universities to offer multiple learning opportunities for existing and potential clients to learn more about life and financial planning.

Through centers of influence with our network of attorneys and accountants, we work with outside professionals across disciplines and build relationships with industry experts to help our clients gain access to comprehensive retirement resources.

Outside providers of professional services are neither affiliated with nor endorsed by Crossroads Financial or LPL Financial.