crossroads financial group

Our services

we put you and your needs first

wealth management services

Wealth Accumulation

We want to ensure that all of your wealth is protected. We pride ourselves on minimizing losses and building wealth.

Income Planning

With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that...

Investments

In theory, investing should be easy—just buy low and sell high—but most of us have trouble following that simple advice.

explore your options with us

Our goal is to provide you with critical knowledge and the tools needed for your retirement journey.

wealth accumulation

We want to ensure that all of your wealth is protected. We pride ourselves on minimizing losses and building wealth. In order to build, we need to manage your pre-existing wealth and make sure we are using the correct products and services to take care of it. There are understandable concerns with any financial decision, here we will make sure that everything is working properly for you.

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

Income Planning

With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that he or she can rely on during retirement. Several financial products, like annuities, provide an investor the opportunity to solve that problem by creating his or her own personal pension.

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

Investments

In theory, investing should be easy—just buy low and sell high—but most of us have trouble following that simple advice. There are principles that may enable you to put together a customized strategy that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Investing is about reaching your financial goals: retirement, paying college, or just providing for your family. Working with a financial professional can offer personalized, professional guidance to help you reach your investment goals. We will take the time to understand your complete financial picture and tolerance for risk — and provide a strategy to help you maximize all elements of your financial life.

We work with you to develop a personalized investment plan to reach your future retirement goals. We will help you implement any new plan of action that has been developed.

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

Contact Us

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.

Contact us today to schedule an introductory meeting!

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