Dictionary.com's fiduciary definition: a person to whom property or power is entrusted for the benefit of another. Fiduciaries are required to keep the best interest of their clients first, to eliminate conflicts of interest, to clearly disclose fees, and to accept level compensation across all investment products so they remain unbiased in their advice.
When there is a conflict of interest, it is required to be disclosed before any transactions take place. It is impossible to make a financial decision without taking into account the entire picture of an individual's finances. Like a physician, we need to know your entire story to provide you with a personalized plan based on your individual needs and goals.
When there is a conflict of interest, it is required to be disclosed before any transactions take place. It is impossible to make a financial decision without taking into account the entire picture of an individual's finances. Like a physician, we need to know your entire story to provide you with a personalized plan based on your individual needs and goals.
Services
Regardless of how far off retirement may be, we can help you begin planning for the future. We will discuss when you wish to retire and how you picture spending your days after retirement. We focus on your personal goals, which lay the foundation for your financial plan. Social security and pension income often do not cover all of the costs in retirement.
At the first meeting, we take the opportunity to become more familiar with one another. We gain an understanding of your basic goals and general financial situation. At the same time, you will learn our general process and how we may help you create a personal financial plan. This meeting is at no charge and there is no obligation to move forward.
Cross State Financial Group, LLC is an Investment Advisory firm headquartered in the state of Colorado and registered to provide investment advisory services across the country in the states of Colorado, New Mexico, Texas, Michigan, South Dakota, Arizona and Florida.
Cross State Financial Group LLC is owned by Steve Iversen and Dani Mutz, and includes five additional financial advisors in different locations across the country that work independently with their own clientele.Monique Bischoff works at the main office as a Service Assistant. Andy Flack is the managing advisor for the Grand Haven branch.
Cross State Financial Group LLC is owned by Steve Iversen and Dani Mutz, and includes five additional financial advisors in different locations across the country that work independently with their own clientele.Monique Bischoff works at the main office as a Service Assistant. Andy Flack is the managing advisor for the Grand Haven branch.
We use TD Ameritrade Institutional's platform for the management of our clients' investments. TD Ameritrade Institutional generates the account statements and 1099 tax forms for all clients. There is also a mobile app available for clients to use for account viewing purposes. We are not limited to any one particular type of investment or family of funds.
We use TD Ameritrade Institutional as the custodian for our clients' investments. TD Ameritrade Institutional generates the account statements and 1099 tax forms for all clients. There is also a mobile app that is available for clients to use for account viewing purposes.
Today, TD Ameritrade provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors (including Cross State Financial Group).
Today, TD Ameritrade provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors (including Cross State Financial Group).
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