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A BALANCED APPROACH
to financial planning

To enjoy today without sacrificing the needs of tomorrow is to have found that elusive balance we often lack in our lives. Having a holistic financial plan that takes into account your short-, medium-, and long-term goals can help you pursue a sense of harmony.

For any planning need, we can stress-test your choices to help you gain confidence in your path. We also can collaborate with your other professional advisors to ensure a cohesive approach to your financial affairs. With a CERTIFIED FINANCIAL PLANNER™ professional leading our team*, we are equipped to provide personalized strategies through a carefully managed, risk-adjusted process and open communication.

*Thanh Nguyen is the sole CERTIFIED FINANCIAL PLANNER™ at Crossroads Financial Services.

  • Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement income planning and disciplined investing.  We can create a plan that seeks to provide sustainable monthly withdrawals from your investment portfolio designed to work towards making your money last your lifetime.

    In addition, we can help you with wealth management needs such as income projections, distribution planning, estate and legacy planning, and insurance needs such as life insurance and long-term care.

    We can also assist with longevity planning, making required minimum distributions, income planning, tax planning, proper account titling and beneficiaries, wealth transfer, charitable planning, and asset preservation and reallocation.

    The process of reallocation may result in tax consequences.