Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Cross Financial Group, LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
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Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?