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crossroads financial group

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retirement planning services

retirement plans

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role.

About Retirement Plans

Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today.

About Annuities

Life insurance

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value.

About life insurance

ira/rmd rollover

As you approach retirement, we can evaluate your existing retirement accounts - pension, IRAs, SEPs, 401k plans, annuities...

About IRA/RMD Rollovers

Long-Term Care

Long-term care is utilized when someone requires help with everyday living or has a severe cognitive impairment.

About Long-Term Care

Medicare

Medicaid eligibility has specific rules for each state that change often and can be confusing. One of our esteemed legal professionals can help you understand if you...

About Medicare

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retirement plans

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role. And now because we will likely live much longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Once you have estimated the amount of money you may need for retirement, a reliable approach involves taking a close look at your potential retirement-income sources.

Retirement Planning is financial planning for the spending years versus the accumulation years. The emphasis you should place on retirement planning does change throughout different life stages, so it’s important to work with a trusted financial professional that will help you map out your long-term goals and adjust your retirement plan if any major life events occur. When you plan your finances and lifestyle choices, it becomes much more likely to achieve that dream of a secure and happy retirement. We can offer strategies to help you build wealth, minimize market losses, protect your principal, and generate retirement income you can’t outlive.

To learn more about retirement planning, give us a call at (260) 702-0976 and schedule a free financial consultation.

Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea that there are actually four very different and unique types of annuities available to them. Instead, most people have been misled by both the media and certain financial personalities who misrepresent and lump all annuities together as if each one works exactly the same.

To learn more about annuities, give us a call at (260) 702-0976 and schedule a free financial consultation.

Life insurance

We offer cutting-edge and versatile products that not only provide a death benefit, but can also accumulate cash value. Examples include whole life insurance, universal life insurance, and variable life insurance. Each type has its own unique characteristics and traits, but the goal for each is to provide your loved ones with a sense of financial security should you die prematurely and also accumulate as much cash value as possible for you to tap into on an income-tax-free basis. More and more people are buying cash value life insurance because of the tax efficiency it offers.

To learn more about Life Insurance plans, give us a call at (260) 702-0976 and schedule a free financial consultation.

ira/rmd rollovers

As you approach retirement, we can evaluate your existing retirement accounts - pension, IRAs, SEPs, 401k plans, annuities - and make recommendations for generating income from these accounts. We can also provide an overview of the options you have available for taking distributions from these accounts, and advise you on the most effective way to convert these assets into a steady income stream in retirement.

To learn more about your Retirement Plan Rollover options, give us a call at (260) 702-0976 and schedule a free financial consultation.

long-term care

Long-term care is utilized when someone requires help with everyday living or has a severe cognitive impairment. These plans are often viewed as “too expensive” when there is no guarantee that you will even need one. However, many don’t realize that in addition to covering unforeseen costs, these funds can also be used towards things such as in-home nursing or physical therapy.

To learn more about your Long-Term Care options, give us a call at (260) 702-0976 and schedule a free financial consultation.

medicare

Medicaid eligibility has specific rules for each state that change often and can be confusing. One of our esteemed Medicare specialists can help you understand if you are eligible and when you should apply. Effective Medicaid planning can ensure that your spouse has enough money to live if you get sick, and to protect significant portions of your assets from the frivolous Spend Down processes.

To learn more about your Medicare options, give us a call at (260) 702-0976 and schedule a free financial consultation.

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It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.

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