At Crossroads Financial Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Much of Doug’s business career was groomed from his college athletic experiences and leadership while playing for legendary coaches Dean Smith and Roy Williams at the University of North Carolina and University of Kansas respectively....Click to read more...
Noah has built an extensive network through his time divided between Wall St. and Main St. After graduating from Indiana University in 1999 with a double major in finance and business law, Noah honed his investment management skills by...Click to read more...
Savannah Ellis joined Crossroads Financial in July of 2012. Savannah facilitates retirement plan participant communication and provides support to all wealth management clients. She does all of the office reporting, trading and...Click to read more...
Practice Manager & Insurance Agent | NPN: 17306496
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Heather Coleman joined Crossroads Financial in 2011 and is responsible for implementation, coordination and tracking of company marketing services. She assists with portfolio evaluations, strategic outreach, and clientele education for...Click to read more...