Our Qualifications

CROSS FINANCIAL GROUP advisors are registered, licensed, and have a combined total experience in the financial, insurance, and retirement services industry for over 40 years.

CROSS FINANCIAL GROUP clients can expect our advisors to utilize their years of indepth experience to design, not just a plan, but a "personalized" plan that will be tailored to fit perfectly within each client's specific objectives and risk tolerance.  Because our advisors work regularly with top-rated insurance and investment companies, they can offer each client the best possible product solutions.

CROSS FINANCIAL GROUP clients greatly benefit from our advisors using their experience to provide them a "personal" road-map they can count on, before and after retirement.