crossroads financial group
about us
plan for your future
starting today
Our goal is to help all individuals achieve their long-term financial goals while they get to enjoy their retirement without any stress or concerns. No matter what your starting point is, we can assist you in developing your goals and reaching them! The focus of our business is on building trust with our clients and developing respectful relationships with everyone we meet. We have all the tools that you need to be successful!
Introduction & Discovery
We will meet at a no-obligation meeting to discuss your individual financial situation and what you are looking to get out of a retirement plan.
analysis & Planning
Next, we will help create a custom plan that you feel highly confident with; this step does not end until you are 100% happy with our plan.
implementing the plan
Last, we can get started on finalizing all the details and getting any potential moving parts up and running. From there, we will continue to monitor your progress and keep you on track.
the crossroad financial group team
Douglas Roller
Owner, Investment Advisor Representative, National Social Security Advisor
our company values
we put you and your needs first
people matter
We believe that all people are valuable and worthy of respect. We believe that our relationships with our clients are just as important as our business.
service matters
We believe that great service is necessary in the pursuit of excellence. We pursue perfection and “catch a little excellence along the way.” -Vince Lombardi
integrity matters
We believe that integrity and veracity matters! We conduct our business in a way that upholds the highest standard of trust.
communication matters
We believe that communication with our clients builds and maintains the trust that is necessary for our relationships to reach their full potential.
