Certified Financial Planner & IRS appointed Enrolled Agent with more than 10 years of services serving all across Orange County
GETTING STARTED
We want a long-term relationship with our clients.
We are not (only) stockbrokers; therefore, we are not transaction-oriented.
We offer a no-obligation introductory meeting.
We will estimate the financial planning fee after our introductory appointment.
We charge hourly or flat fees for many services.
Here at Crossroads, we stride to secure a financial future in which our clients can live a life style to the fullest without compromising their foundation, tailoring each plan to the individuals need to achieve their goals.
Financial Planning:
We offer comprehensive financial planning for those needing to have direction in shaping their financial goals.
Investment Advisory:
We assist clients in determining their goals and needs, and the kind of investment program required to fill those needs.
Money Management:
Our Managed Asset Program (MAP) allows clients to receive professional management of their assets based on the amount of risk they may tolerate.
Retirement Account:
We specialize in retirement plans: IRAs, SEPs, 403bs, lump sum distributions, pre-59½ distributions, profit sharing, and money purchase plans.
Estate Planning:
We are experienced in working with clients through the maze of opportunities and advantages that may be at their disposal with proper estate planning.
Other Services:
We also provide assistance with trust, transfer, tax planning and estate distributions.
