13715 West 109th St., Suite 110
Lenexa, Kansas 66215
913-451-8370

The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

Welcome to Crossroads Financial Management

We are a passionate boutique wealth management firm that custom designs comprehensive financial, investment, and retirement plans to help guide our clients' financial futures and relieve them of financial burdens by streamlining their financial lives.

We have a detailed approach to investment selection and constantly monitor investment performance. We are then in constant contact with our clients through a high-touch contact schedule.

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Serving Individuals

Planning a financial future

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Serving Businesses

Guidance for employers
and employees

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Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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