In fact, we’re called to help. At Cross Timbers Financial Group, we sincerely believe it’s our mission to use our experience, expertise and enthusiasm to help people live healthy, confident financial lives. We’re eager to provide services to anyone, regardless of their net worth. Unlike many advisors, we don’t consider ourselves wealth managers. We consider ourselves financial experts who want to help people. And that includes you.
A solid, carefully constructed financial plan is essential to helping you achieve your current and future goals. Working together, we’ll create a plan today that will grow and change with you over the years while always keeping you on track to reach your objectives.
We’ll build a customized investment portfolio to support the goals and objectives in your personal financial plan. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.
From saving, to cashflow, to business succession planning, we can be your go-to financial planning resource for your small business, too.
We can help you understand and maximize your employment benefits, including compensation packages that include equity or stock-based benefits such as stock options or Restricted Stock Units (RSU).
Education costs are rising rapidly these days, making it more important than ever to have a detailed plan for saving and paying for these significant expenses.
We can create a plan that includes supporting causes you care about today as well as giving strategies to be included in your estate plan.
Insurance is a critical part of any comprehensive financial plan. In addition to determining what types and amounts of coverage you need, we’ll help you find the best providers and pricing, too.
We specialize in providing insight and clarity and finding solutions for complex tax issues. We can also work with you on strategies to minimize both your business and personal tax liability.
You’ll have on-demand access to all your financial information in one centralized place, including real-time statements and customized reports related to your financial plan. You can also organize and store important financial documents for easy access and peace of mind.