Individuals
You will face many complex financial issues over the course of your lifetime. Together, we’ll go through a comprehensive process for managing your financial life to create a customized plan to fit your needs. Our core services include:
- Retirement
- Investments
- Education
- Estate planning
- Tax issues
- Risk management
Business Planning
Are you fulfilling your fiduciary duties under the Employee Retirement Income Security Act (ERISA)? Is your retirement plan adequate?
As a business grows, its financial needs become increasingly complex. We can use our extensive knowledge and experience working with businesses to help you structure a solid financial game plan.
Our broad range of services for businesses includes:
- 401(k) plans
- SEP and SIMPLE IRAs
- Business strategy consulting
- Buy/sell insurance
- Key person insurance
- Risk management solutions
Not-For-Profits
At Crossbridge Financial Group, we will work with your finance committee to develop an investment strategy that incorporates your organization's mission statement. We will structure an asset allocation strategy that helps meet your organization's risk tolerance, goals, and objectives. We will then monitor your plan on an ongoing basis.
- 403(b)
- 401(k) plans