Financial & Divorce Planning in Mount Pleasant, SC

Strategies for Retirement, Divorce and Life's Transitions in Mount Pleasant, SC

At Cross Roads, we help individuals and families build long-term financial security and navigate major life transitions such as retirement or divorce with clarity and confidence.

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How We Help

We help individuals and families in Mount Pleasant build lasting financial confidence through personalized planning and support for life’s biggest financial decisions.

Wealth & Investment Planning

Retirement income, portfolio management, tax strategies, and more.

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Divorce Financial Planning

Financial clarity during divorce: property division, budgeting, and tax impact.

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Our Process

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

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Our History

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

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Meet Lou Falvo

At Cross Roads, financial planning is personal. I’m Lou Falvo, a CIMA® and CDFA® professional with over 30 years of experience helping individuals and families align their financial decisions with their life goals. Whether you’re building wealth or navigating a divorce, I bring clarity, compassion, and deep experience to every client relationship.

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What Sets Us Apart

At Cross Roads, we take a personal approach to financial planning. Every conversation is tailored, and every plan is built around your real-life goals. We focus on clarity, trust, and long-term relationships to help you make confident decisions, whether you're planning ahead or facing a major life change.