Cross State Financial Group
About
There are a million ways to plan for your financial goals. In an age where there is too much information, I base financial recommendations on what I have seen work. My compensation doesn't change based on what investment products are used. I provide an unbiased perspective with over a decade of experience in the industry. I hold a CFP® designation and provide fiduciary advice to all my clients and prospective clients.
I love using my specialized knowledge and creativity to solve complex financial problems for people. Only after we fully understand a person's financial goals can we begin creating a strategy to achieve them. Each person has their own unique goals and situation and, therefore, no financial plan or investment strategy is identical. It's amazing how much peace of mind a simple plan can bring.
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Frequently asked questions
What is your typical process for working with a new customer?
First, we meet so I can get an understanding of your financial goals. Then we gather all the relevant information to evaluate whether you are on track with your goals or if adjustments need to be made. If adjustments need to be made, I present some recommendations, which can vary greatly depending on whether you are retired or still working.
If we can come to an agreement on a plan of action, we consolidate the investments at TD Ameritrade Institutional where I manage them for you on your behalf. I use discretion, meaning changes are made between meetings based on your financial goals, risk tolerance, and timeframe for investment without first speaking with you about each one beforehand.
I would reach out to you on a regular basis to evaluate your progress and to make sure the investments remain consistent with your financial goals.