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Tax Management
Making every effort to reduce the tax liability of your growth and gains while maximizing your ability to contribute to various retirement plans and investment accounts

Investment Management
Choosing portfolios that align with your investment objectives, goals and risk tolerance. Includes all day-to-day management, balancing, and monitoring of accounts.

Retirement Strategies
Determining retirement income goals and the actions necessary to achieve those goals. Preparation for life after career ends, not just financially. 

401k, 403b, 457, IRAs & Pensions
Our expertise in managing these retirement accounts and best utilizing their features for you.

Estate Conversion
Utilizing various Trust accounts to ensure money moves into the right hands

Insurance and Annuity Products
Choosing the right combination of insurance and annuity products to compliment your investment accounts and help protect you and your family from market losses or unforeseen circumstances.

College Savings
Helping you choose from the many strategies or combinations of strategies used to prepare for the cost of college including pre-paid tuition plans, 529 plans, Coverdell, and UTMA accounts.  We will discuss the pros/cons of each and help you decide on the best solution for your family.

Retirement Income Planning
Moving from an accumulation to distribution phase of life may feel unnerving.  We will help you budget, take full advantage of government programs like Social Security, and withdraw appropriate amounts from your various investment accounts

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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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