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Designed for individuals or couples who would appreciate a review of their company-sponsored retirement plan including 401(k), 403(b), 457, Thrift (TSP), FRS & DROP, etc.

Individuals may:

▷ Have multiple retirement accounts with existing and previous employers

▷ Desire guidance on investment selections with changing market conditions

▷ Have questions about the best retirement savings strategy for their given scenario

Within this program, Crossplan would offer:

▷ Explanation of various investment options with a company sponsored retirement plan

▷ Guidance on choosing between investments

▷ Review of other retirement savings strategies

Within this program, Crossplan would NOT Offer:

▷ Direct money management

▷ Direct recommendations

▷ Guarantees

Program offer

For a $200 first-time payment to CP ($200 annual on-going), individual or couple is offered:

▷ One 60-minute introductory meeting

▷ Annual 60-minute meeting

▷ Reasonable number of phone calls to CP as-needed

▷ Relationship with CrossPlan and our referral network

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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 B3
Seminole, FL 33772

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