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

Brooke Herendeen

Director of Operations

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.

still have questions?

If you have any questions about our business or your retirement plan, please reach out to us and we will get back with you shortly.