About Cross Financial Group

CROSS FINANCIAL GROUP is a firm dedicated to help you plan for financial security.  We believe a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where CROSS FINANCIAL GROUP comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.  CROSS FINANCIAL GROUP  focuses on retirement planning and estate conservation strategies.   We can help you answer many questions about your financial future, such as:

  • Will I be able to retire early?

  • How much money will I need in order to retire?

  • What are my 401(a), 401(k), 403(b), 457(b) plan distruibution options?

  • Should I have a traditional IRA or a Roth IRA?

  • Do I need disability income insurance? Long-term care insurance?

  • How can I ensure that my children receive as much as possible from my estate?

  • What do I need to know about wills, trusts, and probate
  • How to maximize my pension and social security benefits?
  • Can I buy life insurance to pay long-term care expenses?

CROSS FINANCIAL GROUP  offers  annuities, insurance, and investments  with  many of the top-rated insurance and investment companies.  However, before we recommend any financial solutions for our clients, you can rest assured, we do a comprehensive comparison of rates, coverages, expenses, and underwriting to provide our clients with the best possible plan.