Designed for individuals or couples who would appreciate knowing a financial fiduciary has a solid understanding of their finances and be able to assist either spouse when called upon.
▷ Manage their own investments including stocks, bonds, and real estate
▷ Have an existing banker, broker, or advisor they primarily use
▷ General investment consulting services
▷ Willingness to accept and analyze financial documents
▷ Be on stand-by and available to assist when needed
▷ Direct money management
▷ Direct recommendations
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.
© 2023 Crossplan Money Management
All rights reserved. Crossplan Money Management is a registered investment advisor. The opinions expressed herein are for general information only and should not be considered a solicitation for the purchase of any security. NOT FDIC-Insured, NO Bank Guarantee, MAY Lose value
Each Day an Opportunity.