Services

Choosing a financial advisor is about finding a professional who possesses the vast knowledge to overcome your pain points and navigate your future. In the relaxed, welcoming environment at Crossroads Financial, you will discover a team that understands your challenges and your aspirations – because we, too, have traveled a similar path.

Jamie’s experience in tax preparation makes him particularly adept in many areas that affect your life. Many of our clients leverage our skills and specialties when it comes to their yearly tax returns. It is especially rewarding for us to uncover potential savings through tax-sensitive strategies.

How We Help

• Income Tax Reduction Planning
  Many of our clients leverage our skills and specialties when it comes to their yearly tax returns.
• Consulting Services for Small Businesses
  As a business owner, your employees become a part of your extended family. Naturally, you want these hardworking individuals to be as confident about their future as you are about yours. Our experience in retirement planning allows us to assist you in establishing plans which benefit both the company and the participants.
• Social Security and Retirement Income Planning
  When it comes to Social Security, we can also help you take advantage of the benefits available to you. Whether you want to maximize retirement income streams or explore your options, our team is up-to-date on current laws and avenues for assistance.
• Financial Education
  A strong financial partnership is built on the foundation of good communication and understanding. We will provide you with the resources you need so that you can grow your financial education along with our partnership.
• On-going Partnership
  When you work with us, it is not just a one-time service. We are your partners, and our objective is to guide you on your path.
• Wealth Planning and Investment Services
  Investing is all about understanding the amount of risk you are willing to take. We will work with you to determine an investment strategy that works with your needs and goals.
• Estate Planning
  We can connect you with expert attorneys who can design a will that expresses your wishes and desires. Afterward, 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.

Now that you know how we can help, let’s meet so we can get to know you better.

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