10575 68th Ave North, Suite B3 • Seminole, FL 33772 727-398-7900 sayhello@crossplan.net
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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.

Our Partners

The Vanguard Group, based in Malvern, Pennsylvania, has over $4.5 trillion in assets under management and is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world. Additionally, Vanguard offers variable and fixed annuities, educational account services, financial planning, asset management, and trust services.

Charles Schwab acquired TD Ameritrade, they have brought together the complementary strengths of both companies – including innovative services, industry-leading platforms, and long-standing commitment to low costs.

Ocean Park's strategies were engineered to reduce volatility while achieving satisfying returns over a market cycle. Ocean Park and its affiliates manage or advise over $3.0 billion of client assets.

Over the past 85 years, focusing on customers and valuing people have helped Nationwide become one of the largest insurance and financial services companies in the world.

Main averages over 30 years experience, contributing a real-world perspective to the investment decision making process and makes the investment process not reliant on one individual. Personal investment in the firm's investment strategies allows the team to be 100% aligned with the clients' interests.

Gilder Gagnon Howe & Co. manages investments for individuals on a discretionary basis. Our clients are diverse in many respects but united in one: they wish for their money to grow significantly and are prepared to take a measure of risk over a number of years.

FTJ FundChoice, LLC is a leading provider of investment, reporting and service solutions. Whether you outsource investment management to third-party strategists or run your own model portfolios, our technology and service offer you the flexibility your business needs to grow.

First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991 with a mission to offer investors a better way to invest. First Trust is single-minded about providing trusted investment products and advisory services.

BlackRock is trusted to manage more money than any other investment firm. BlackRock’s business is investing on behalf of its clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to us.

The mission at Toews is to improve investor outcomes by participating in market gains while avoiding significant losses. Toews' strategies attempt to exit traditional asset classes during the preliminary phase of market declines, before large losses are realized. When markets are rising, assets are fully invested and attempt to track indices.

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.

Click Here for a Free 2nd Opinion Review
Our Offices
Crossplan Money Management
10575 68th Avenue North, Suite B3
Seminole, FL 33772

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Free 2nd Opinion Review

Submit the form provided to schedule a free, 2nd opinion review with one of CrossPlan’s financial advisors. We’ll be happy to explore whether or not we can add substantial value to your investment portfolio.

Approx. 1 hour

What’s Included:

1. Discovery

To understand your situation thoroughly, we’ll discuss your Values & Goals, Assets & Liabilities, Income & Expenses, Hobbies & Interests, Past & Present Advisors

2. Assessment & Planning

We’ll provide you an assessment of your financial health and identify gaps in your personal finance. We’ll also provide a big picture financial plan to close those gaps.

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