We believe that every decision we make may permanently alter our lives. Every choice we make brings us to an alternative. At Crossroads Planning, it’s our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives. Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning, We strive to ensure that our individual and small business clients receive the highest level of care and service.
We specialize in helping people navigate retirement decisions with clarity. Rather than focusing on products or short-term performance, we help coordinate spending, income, and tax planning so retirement decisions work together. Clients value our clear explanations, calm approach, and fiduciary commitment. Keep It Simple Financial Planning is a fiduciary, fee-only firm serving clients nationwide.
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We have a $1m Assets Under Management (AUM) minimum. We also work with small businesses managing their company 401(k) plan. We do start ups. Securities offered through LPL Financial, member SIPC. www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit RomeroWM.com
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