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Areas of Focus

At CrossPoint, we specialize in guiding physicians and successful professionals who are nearing retirement. By using an academic approach to wealth management, we empower you with the freedom to create the future you desire.

SOME OF OUR SERVICES INCLUDE:

TAX-BRACKET MANAGEMENT

STRATEGIC ASSET LOCATION

SEQUENCE OF RETURN RISK

TAX DIVERSIFICATION

MIDCOURSE CORRECTIONS

SOCIAL SECURITY CLAIMS

PENSION CHOICES

PARTIAL ROTH CONVERSIONS

REBALANCING ASSETS

INCAPACITY AND LONG-TERM CARE

STUDENT LOAN REPAYMENT EDUCATION

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.