Our practice is focused on helping people meet their life goals through the proper stewardship of financial resources and with the life changing choices that go beyond investing.
We do this by helping them in six key areas:
- ORGANIZE – We help you bring order to your financial life
- ACCOUNTABILITY - We help you follow through on your financial commitments
- OBJECTIVITY – We provide insight from the outside to help you avoid making emotional decisions about money
- PROACTIVITY – We help you anticipate the potential crossover points in your life so you’re better prepared when they arrive
- EDUCATION – We provide the specific knowledge you’ll need to make informed decisions
- PARTNERSHIP – We walk with you throughout your journey
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Crossover Point Advisors, an SEC Registered Investment Advisor and separate entity from LPL Financial.
Check the background of this investment professional on FINRA BrokerCheck
Licensed in these states: AL, FL, GA, KY, NC, TN, TX