10575 68th Ave North, Suite A1 • Seminole, FL 33772 727-398-7900 <http://www.privatedaddy.com/?q=WmFhVhNzWAFzW0JMUH9YcXVsEk5vVkZOclY-3D_628>
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Crossplan Money Management Services

Financial solutions custom-tailored for each individual.

While developing a customized financial program, we will walk you through a step-by-step process to help you feel confident in your decisions. We will customize appropriate strategies to suite your vision, objectives, and goals.

Unique CrossPlan programs to help you succeed.

Second Opinion Program
401(k) Review
Backup Program
About Crossplan

Money Managers, not sales people...

Palm Investments LLC, dba CrossPlan Money Management, was established by Paul Palm in 1987 to serve the residents of Seminole, Florida and Tampa Bay. We now serve residents across the United States. We are money managers, not product sales people. Our main business is managing individual accounts, normally on a discretionary basis. We also utilize high quality institutional strategists. We are compensated primarily through advisory fees, not sales commissions.

Meet Our Team

The Crossplan Money Management Approach

What sets Crossplan apart?

CrossPlan was conceived in 1980 and founded in 1987. Our purpose was and is to provide personalized financial management services with the highest degree of excellence. To be successful in this endeavor, we developed an innovative business structure distinctly different from the classical brokerage model.

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Client Responsibilities:

  • Have conviction CrossPlan is working hard on your behalf
  • Be confident in the power of long-term compounding
  • Acknowledge that periods of setback are inevitable
  • Exercise patience needed to permit these forces to combine and generate additional capital

We believed then, as we do now, that the business model of the brokerage firm is flawed. Frequently, that model causes the interests of the firm/broker to be misaligned and in conflict with the client. To achieve our goal, we created a model that placed CrossPlan in complete alignment with the interests of our clients. We are completely independent. We are not pressured or rewarded in any

way by corporate proprietary interests, trading costs, or the like. Our sole objective is to serve the interests of our clients.

In the late 80’s, this was an innovative concept, but the success and longevity of our firm speaks to the soundness of the idea. We are thankful for our last 30 years and look forward to partnering with you for our next.

Contact Us

We’d Love to Hear From You!

At CrossPlan, we strive to have the finest customer service. Being available to answer your questions is very important to us. Please contact us and we will gladly assist you in any way we can.

Our Offices
Crossplan Money Management
10575 68th Avenue North, Suite A1
Seminole, FL 33772

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