Pursuing Destinations Together
Pointing You In The Right Direction
When you envision your future, you create an end point - a place you’d like to reach in the next ten, twenty, or thirty years. As companions on your journey, our role is to help you identify the personal goals and financial milestones you need to achieve at each stage of life. We start by examining your history and the things you hold dear – your family, your hobbies, and your lifestyle – and then use our resources to lead you to your desired destination.
From your first meeting at Crossroads Financial we have your best interests at heart. Our status as an independent advisory firm allows us to address your needs by offering the advice and services that are most appropriate for your situation. Specializing in continual guidance, we pride ourselves on producing comprehensive life plans, complete with quarterly reviews to keep you on the right track.
Educating You Along The Way
Throughout the year, Crossroads Financial hosts workshops on topics related to your fiscal well-being. Not only do we see this as a way to bring additional value to you, we also use it as a chance to cover relevant and timely issues such as Medicare, Social Security, and Cybersecurity. These discussions are meant to engage attendees in a dialogue that keeps them informed and makes them more assertive in the planning process. Open to our clients and their friends, we have a deep appreciation for financial education, as it is paramount to our profession and vital to leading a financially responsible life.