Leaving a Legacy

A financial plan tells a powerful story about what you value most. Often, this story begins with ensuring income beyond retirement, but ends with a simple question: What more can my money do? Just as you support your family or favorite charities throughout your lifetime, you can continue to provide for them after your death. From protecting your assets from creditors to safeguarding your estate for your spouse and children, Crossroads Financial understands your concerns and recognizes our role in the distribution of your wealth.

We connect you with expert attorneys who can design a will that expresses your wishes and desires. Then, our advisors work with you and your counsel to gain an understanding of how to position your estate. This can include evaluating tax implications, establishing trusts, reviewing and properly titling assets, and updating beneficiaries. The end result seamlessly coordinates your financial life with the legacy you intend to leave.