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.
Rightsizing for Retirement
What does your home really cost?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here are five facts about Social Security that are important to keep in mind.
When to start? Should I continue to work? How can I maximize my benefit?
An increasing number have been developed to help individuals with their personal finances.
For some, the social impact of investing is just as important as the return, perhaps more important.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.