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Wealth Management

INVESTMENTS

Once we’ve created a game plan, establishing your financial plan and asset management goals, we put your hard-earned resources to work. We’ll create a custom portfolio that is tailored to your goals and we’ll build a portfolio that is in-line with your assets.

Because we believe in keeping you informed on all aspects of your financial life, we’ll be in constant communication and provide you with the education you need to move forward with your financial future. We’ll also keep you in-the-know by monitoring your investments within your portfolio and providing you with snapshot monthly updates, quarterly portfolio summaries and yearly allocation reviews.

Whether your game plan consists of stocks, bonds, mutual funds, ETFs or alternative investments, we do all of our research internally; we don’t rely on any potentially biased third parties for investment selection.

Contact us to learn more about how Crossroads Financial can provide you with investment advice, investment management and investment reporting for all your wealth management needs. 

FINANCIAL PLANNING

Crossroads Financial wants to help you achieve and maintain your financial goals with a game plan that begins with you and your advisor and continues throughout your lifetime. Together, we’ll take the first steps toward developing a secure financial plan by evaluating  all financial aspects of your current lifestyle and your future goals. Then, we’ll work together to help you keep your eye on the prize.

Our entire wealth management process is meant to maximize your resources and help you achieve your desired goals. With our comprehensive approach to financial plans, we grow and change with you, keeping you in a position to succeed.

We offer a complete suite of financial services:

  • FINANCIAL ASSESSMENT
  • RISK ANALYSIS & INSURANCE
  • RETIREMENT PLANNING
  • EDUCATION & COLLEGE SAVINGS
  • ESTATE PLANNING
  • BUSINESS SUCCESSION PLANNING

Contact us to learn more about how Crossroads Financial is ready to provide customized, comprehensive financial planning to meet your wealth management goals. 

ASSET MANAGEMENT

Once we have your financial plan and goals established, we really start managing your assets. To be truly successful, you must have a plan for all aspects of your finances because many facets of your life affect your wealth management process. We’re here both to help you stay ahead of the curve when it comes to the unexpected and to help you be proactive for your future.

The wealth management process includes:

  • PORTFOLIO MANAGEMENT
  • REAL ESTATE
  • ALTERNATIVE INVESTMENTS
  • BUSINESS OWNERSHIP
  • DEBT MANAGEMENT
  • TAX CONSIDERATIONS
  • GIFTING/CHARITABLE DONATIONS

Contact us to learn more about how Crossroads Financial can provide the customized asset management solutions you need. 

FAMILY OFFICE

The Crossroads Financial team is a closely knit group of highly-trained professionals always available to you and your family business because we understand first-hand how a small, independent office operates. Our relationship-driven approach allows us to address all of your growing financial needs, and provide you with comprehensive services that manage and maintain your personal assets. Whether it’s paying bills or finding a mortgage lender, we’ll be standing by to assist you. If needed, we’ll also help you coordinate with other professionals such as CPAs and tax professionals, legal counsel, real estate and mortgage professionals.

Contact us to learn more about how Crossroads Financial is ready to partner with you in the wealth management of your family office.