If you're looking for professional guidance and planning for your financial situation, Investment Center can provide this service to better help you. We hope you'll take the time to explore this website to gain a better understanding of Investment Center at Crossroads Bank. We aim to work with our clients to help them achieve their personal and financial goals through a mutual respect.
We understand that everyone has different situations, goals, and ideas. It is our mission to discuss that information to better understand our client's objective. Once we have that information, we can then begin to tailor a strategy to help the client work towards their personal and/or financial goals.
We understand that everyone has different situations, goals, and ideas. It is our mission to discuss that information to better understand our client's objective. Once we have that information, we can then begin to tailor a strategy to help the client work towards their personal and/or financial goals.
Services
Investment Center at Crossroads Bank offers all-encompassing services for our clients, stemming from our fee-based advisory model. Our reputation thrives on our high-level of customer satisfaction, where in a small, rural community, reputation matters. When our clients are truly confident in their financial stability, we have done our job.
At Investment Center, we are a fee-based advisory firm that puts the Fiduciary Standard above all else, meaning we put our clients' needs and interests first and foremost. We recognize each client comes with a unique situation and individual goals, therefore each product or plan recommended is specifically and individually suited for that client.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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