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Our Services

At Crossroads Retirement Solutions, we provide expert assistance in the following areas:

Financial, Retirement, Business, and Insurance Planning

  • Financial Planning
  • Fee-Based Planning
  • Retirement Planning
  • Retirement Income Planning
  • Investment Planning
  • Advisory Accounts
  • College Savings Planning
  • Fixed Income
  • Mutual Funds
  • Exchange Traded Funds
  • Alternatives
  • Annuities
  • Rollover IRAs
  • Traditional IRAs
  • Roth IRAs
  • 401(k) Plans
  • SEP IRAs
  • Simple IRAs
  • Strategies for Transitioning Military Members
  • Survivor Benefit Plan (SBP) Analysis
  • Military and VA Benefits Integration
  • Business Key Person
  • Buy/Sell Agreements
  • Executive Bonus Plans
  • Deferred Compensation
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance/Annuities
  • Medicare Advantage, Prescription Drug Plans, and Medicare Supplement Insurance