We create strategies that are tailored to your needs and goals.

Our Process

Years of experience have prepared us to guide you through your life transitions.

Specialty Areas

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Working with an independent financial advisor can be a bit different than a large firm.

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At Cross Roads Investment Management, our name itself indicates a mutual understanding of how many people feel about their financial matters.

At Cross Roads Investment Management, our name itself indicates a mutual understanding of how many people feel about their financial matters.

They may see there is an intersection coming ahead in their lives through the “life changes” we all experience.  They may be facing decisions which feel as if one wrong step is taken, it may set them back or delay their retirement, their children’s college funding, or even the financial gift they wanted to share with a charity or cause. 

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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