Designed for individuals or couples who would appreciate a 2nd look at their finances, their current investments or investment track, or perhaps an upcoming financial decision.
▷ Manage their own investments including stocks, bonds, and real estate
▷ Expect to receive an inheritance, sell a house, or otherwise expect a lump-sum
▷ Desire a review of their finances, budget, and future projections
▷ General investment consulting services
▷ Explanation of various investment account options and strategies
▷ Guidance on choosing between various investment options
▷ 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.
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
To understand your situation thoroughly, we’ll discuss your Values & Goals, Assets & Liabilities, Income & Expenses, Hobbies & Interests, Past & Present Advisors
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.