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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Being healthy not only makes you feel good, it may also help you financially.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Calculating your potential Social Security benefit is a three-step process.
Gaining a better understanding of municipal bonds makes more sense than ever.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.