Overview

Crossbridge Financial Group offers a full range of services for individuals, businesses and not-for-profit organizations.

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

Create a comprehensive plan
By exploring each aspect in detail; we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll create an action plan for your financial future.

Support your financial goals
Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

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 and
  • 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 organizations mission statement. We will structure an asset allocation strategy that helps meet your organizations risk tolerance, goals and objectives. We will then monitor your plan on an ongoing basis.

  • 403(b)
  • 401(k) plans