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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
For many, retirement includes contributing their time and talents to an organization in need.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How long does a $20 bill last?
What kind of auto insurance should you have? Do you know?
Why have the markets been so volatile recently?
There are common mistakes you can avoid when saving for retirement.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.