Professional Services
• Retirement Planning
• Asset Management
• 401K Management
• Estate and Tax Planning
• Risk Management
• Cash and Debt Management
• Family Office
• Security
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Professional Services |
Financial Planning
Our financial planning services center around our Team Based Wealth Management™ philosophy and structure. Using a special 3-Cs (comprehensive, cohesive and consistent) guideline and methodology, we address seven core financial planning disciplines:
As you move from the accumulation phase of your life to the preservation and distribution phase of your life, your visions, goals and objectives change. At Crossroads Capital Management, Inc., we work with you to help you chart a course so that your financial objectives are aligned and balanced with this new phase of your life.
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Lifestyle Document |
We help you manage your assets appropriately to achieve your personal financial goals. Whether you are looking for long-term growth or current income, your resources need to be deployed to optimize the after-tax return you are receiving based on your chosen level of risk.
The CCM team of qualified advisors assists you with all aspects of managing your 401K to help you achieve your personal financial goals. Our comprehensive evaluation and strategies give you and your loved ones the tools to assess your funding and rollover options as a result of job changes or retirement.
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IRA Case Study |
Our unique Team Based Wealth Management™ philosophy and structure allows us to offer the services of a reputable estate and tax law firm. The firm features two tax attorneys with advanced degrees in taxation and over 22 years of wisdom and experience. This wisdom and experience is priceless in today’s day and age. By having Legacy Legal, LLP. located in the same office as CCM, we have the unique ability to discuss your financial strategies in order to save you taxes and assure you that your financial plans are cohesive and consistent across all of your income and estate tax planning goals.
Remember, it’s not what you make, it’s what you keep that counts.
We can review and prepare your tax returns, analyze your current and projected income tax exposure, and have your Wills and Trusts or other Estate Planning completed.
Our objective is to protect you, your family, and your assets from major financial loss due to health conditions, disability, death and/or lawsuits. Life’s tragedies are significantly amplified when you don’t have adequate resources to support yourself and your family’s needs.
Properly managing your cash and debt is the foundation of financial stability and independence. Maintaining an emergency fund and suitable cash flow will allow you to meet your savings and spending needs.
A Family Office is an organization designed to provide comprehensive wealth management services, including but not limited to, advice on a family’s businesses, real estate, investments, taxes, philanthropy, income and estate taxes, estate planning and more. A special feature of the family office is its duty to provide confidential, objective analysis and advice not attached to the sale of a product or generation of a commission typically found in product driven financial institutions. Families using the Family Office structure have found their interests are better served and their wealth is more efficiently transferred across multiple generations.
Crossroads Capital Management, Inc. never takes custody of a client's assets. Our custodian of choice is TD Ameritrade Institutional.
TD AMERITRADE, INC. is a member of the Securities Investor Protection Corporation. The SIPC provides protection of up to $500,000 for brokerage accounts. For details, please see www.sipc.org.
TD AMERITRADE, INC. also provides an additional $149.5 million of protection per client through supplemental coverage provided by London Insurers. The $149.5 million of coverage includes an additional $900,000 limit on cash in the account. Each client is limited to a combined return of $150 million from a Trustee, SIPC or London.
TD AMERITRADE, INC. has an aggregate total coverage of $250 million. This coverage does not protect against loss in market value of the securities, but rather provides protection against insolvency of the brokerage firm.
