From recent college graduates just starting their financial journey, to our clients approaching retirement concerned with protecting their financial future, Crossed Pines Wealth Management offers a offers a broad range of financial consulting and planning services.
A financial plan is a living, breathing document that changes with your wants and needs.
Your unique financial plan is a tool to track your progress, one we help you adjust as your life evolves. Reevaluating your financial plan to your ever-changing goals can be as simple as helping you plan to save for a new car, or as complex as repositioning yourself after major life-changing milestone, like getting married, starting a new job, having a child or losing a loved one.
Contact us today to see how we can help you create your plan for:
- Personal Savings Plans
- Early Career Saving
- Retirement Planning for Young Professionals
How much will I need to save in order retire comfortably? A strategic retirement plan begins with defining a sound and achievable goal within a specific time frame.
Crossed Pines Wealth Management is committed to serving the needs of individuals of every age and background – whether you’re looking to invest aggressively or take a more conservative approach, collaboratively we’ll establish the best plan for your specific long-term or short-term financial goals.
How much money should I save, and where should I save it? Whether you're looking to rollover an IRA, set up a savings plan, or looking for us to execute a strategy on your behalf, you can have complete confidence in the knowledge that we will help you to navigate and understand the process at each step of the way.
There is no singular one-size-fits-all best retirement plan, but there is one, for you. Contact us today to start customizing your retirement plan to include your potential tax-advantages or any additional savings incentives.
If you wish to have your assets transferred to one or more surviving loved ones in the event of your passing, you should prepare your estate plan accordingly. Preparing for the reliable transfer of your assets to your beneficiaries in a tax efficient manner is unquestionably one of the most important decisions you may make in your lifetime.
Crossed Pines Wealth Management works collaboratively with you and your pre-existing legal counsel to appropriately allocate your assets in your customized estate plan which ensures that all 401k retirement funds and IRAs have been accurately inventoried, along with any other high-value assets, and can be transferred to your beneficiaries in your will and living trust accordingly.
Protect your assets by working with Crossed Pines Wealth Management to identify your beneficiaries, allocate assets according your specifications, and assist your estate attorney in preparing legal documents and a host of other services suited to your individual needs.
Why do I need an Estate Plan? Successful transfer and allocation of your assets to your beneficiaries, or simply, peace of mind.