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Our Services

Individuals at all stages of life and businesses, large or small, no matter the income levels, are realizing they need guidance in planning their financial future.  Your financial goals, time horizon and tolerance for risk are the driving forces behind the guidance we offer. Here at Cross Financial Group, LLC we will take into account what each of these criteria means to you and work with you to develop an investment strategy to meet your unique needs.  We do this by selecting the products and investments that are right for you. As a corporate investment advisor with FSC Securities, we can offer these investments through a fee based planning solution or through commissionable products.


General Securities

Cross Financial Group, LLC is an independent financial advisor group; therefore, we are not tied to one specific investment or product.  We can choose freely to create the best portfolio for your specific situation. The investments available to our clients include:

  • Mutual Funds
  • Stocks
  • Bonds
  • Unit Investment Trust
  • Real Estate Investment Trust
  • Annuities
  • CDs

These securities are available to individual, trust, business and non-profit investment accounts.


Individual Retirement Accounts

Through various custodians, we offer retirement plans, tax-sheltered investments, and other tax advantage plans such as:

  • Traditional Individual Retirement Accounts (IRAs)
  • Rollover IRAs
  • Roth IRAs
  • Annuities


Employee Benefit Plans

Cross Financial Group, LLC offers an array of employee retirement plan options for both small and large businesses.  Working together we will determine the retirement plan which works best for you and your employees. These plans include:

  • 401(k)s
  • 403(b)s
  • Simple IRAs
  • Simplified Employee Pensions (SEPs)
  • Defined Benefit Plans


College Planning & Custodial Accounts

For many clients an important part of their financial aspirations is preparing for their children’s or grandchildren’s future.  We offer the following options in order to help you be prepared for whatever their future might hold:

  • 529 Plans (College Savings Plans)
  • Uniform Transfer to Minor Accounts (UTMA)
  • Education IRAs


Insurance

The future is unpredictable, but major financial loss can be avoided with proper risk management.  Cross Financial Group, LLC can provide an overall analysis of your current insurance needs. This includes advising how much you need to be fully covered as well as how much you can realistically take on in premiums.  We also review existing policies to make sure they are cost effective and cover you from major financial loss. From life to long-term care insurance, we have the ability to look at many different insurance providers to find the right fit for your circumstances.