I am excited to announce that Crossroads Financial has integrated with Fiscal Designs due to increasing demand for investment solutions that offer growth potential without sacrificing security, and found Fiscal Designs Peaceful Portfolio® is the ideal solution to protect and grow money that matters to our clients!
About us
My primary objective is to empower everyday American families in achieving financial independence and establishing a legacy of wealth across generations.
As a Licensed Financial Professional, I am dedicated to providing comprehensive assistance in areas such as retirement planning, college funding strategies, business planning, debt management, and life and health protection. This holistic approach aims to ensure that families receive tailored guidance for their financial well-being.
I am driven by a strong sense of purpose to apply my expertise in navigating an ever-changing economic landscape. This commitment stems from the belief that families, when properly equipped with the tools necessary to meet their goals, can enjoy lasting financial freedom and success.
Please do not hesitate to reach out for a complimentary consultation tailored to your family or business's unique financial needs.
- Industry
- Financial Services
- Company size
- 1 employee
- Headquarters
- Diagonal, Iowa
- Type
- Self-Employed
- Specialties
- financial servies, financial planning, retirement planning, college planning, business planning, business succession plans, asset protection, life insurance, and long term care
Locations
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Primary
Get directions
Diagonal, Iowa 50845, US
Updates
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Did you know beginning at age 62 and ending at age 70, your Social Security benefit grows up to 8 percent per year for each year that you defer taking benefits? Great article from Athene about Social Security tips! #socialsecurity #retirementplan #retirementplanning
When to file for Social Security
athene.com
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Well, my kids were a little (more) reluctant this time than previous videos due to the soda pop shortage in the house! So I improvised by coaxing them with Girl Scout Cookies and chips. Hope you enjoy this latest Money Talk with Dad! Ps- for all you fellow nerds out there, I selected 6 as neutral (no gain) and 7 as the first gain because 7 is the most common roll of two dice. This way, the market will gain in most rolls (years), which resembles what the market does. #financeeducation #financialliteracy #moneytalks #moneytips #childeducation #childrenseducation #retirementplanning #retirementgoals #retirementsavings #retirementstrategy #retirementsolutions #retirementplan
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Have you ever wanted to explore a career in financial services? This retirement wave is creating a huge demand on financial professionals that need to help all these folks navigate their next chapter in life! Because of this, we are expanding and have positions that are remote, have a flexible schedule, you can start part time, and make some great money on the side! DM if you would like to learn more! #openfornewopportunity #openforwork #openfornewopportunities
The U.S. is in the midst of another ‘Great Retirement’ wave
fortune.com
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Would your family be financially decimated should something happen to you or your spouse? Great article about how to prepare for and protect your family against your own family debt should something happen to you or your spouse. #debtmanagement #debttips #debt
A rolling debt transfer is coming: 'Debt does not miraculously disappear'
finance.yahoo.com
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Another Pop and Money Talk with the kids! This episode is a season-appropriate discussion about liquid money and illiquid (frozen) money. Which would you rather have- your money locked up or accessible when you need it? #liquidity #liquiditymanagement #liquidation #cashvaluelifeinsurance #ira #401k
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My kids learned making an impossible task easy simply requires the right tool. Financial products are no different! #RetirementPlanning #collegeplanning #businessplanning #insurance