As independent financial planners and consultants, we are not tied into any proprietary products. We provide objective advice on all aspects of your financial lives including investments, insurance, taxes, estate issues, college planning and debt/cash management.
We leverage the latest technology to see a complete and up-to-date view of all of your accounts. Being able to see your entire financial picture allows us to efficiently identify gaps in your plan so they can be corrected and get you back on track.
Our founder, Michelle Cross, CFP®, CPA, has been in the financial services industry for over 15 years. She worked for a wide variety of firms before starting Cross Country Wealth Partners. Michelle has a passion for empowering her clients to make smart financial decisions through education and hands-on coaching.
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We love seeing our clients on their own terms...in our office, at their homes or even virtually. Isn't technology great?!
9040 Town Center Pkwy, Lakewood Ranch, Florida 34202, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment
Curious as to how we help our clients but not yet ready to pick up the phone? Check out the link below which allows you to play around with goal setting and begin crafting your financial plan. If you're interested in diving in deeper, don't forget to request a consultation at the end!