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.Contact Us
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
In the face of divorce, making changes to insurance coverage may be overlooked.
Five phases to changing unhealthy behaviors.
Learn a little about worldwide currency in this fun infographic
Do your insurance needs stay the same when the nest empties?
This checklist can give you a quick snapshot of how prepared you are.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The decision whether to buy or rent a home may have long-term implications.
Learn about what risk tolerance really means in this helpful and insightful video.
Do you know how to set up your financial goals for success? This knight does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations?