Our History

The Crossland Group was founded in 1961 by Richard I. "Dick" Crossland, Sr. At the time, he was pastor of a church in Dallas, Texas. He needed some financial advice and found it hard to get. In fact, the advice he did get was the worst possible for a young minister with three young children. Dick realized that clergy and religious professionals needed services from someone who understood them and would put their needs first. He and his wife, Jean, launched The Crossland Group, out of their garage and it has continued to grow from there!

Today, The Crossland Group is lead by Dick's youngest son, Jeff Crossland. Jeff and Dick worked closely for more than 20 years, and upon Dick's retirement in 2005, Jeff took over the reigns as President of The Crossland Group.

The Crossland Group philosophy has always focused on the importance of listening to our clients, helping them define financial goals, and developing a plan to achieve those goals. John Wooden, the legendary and famous basketball coach of the UCLA Bruins often told his players that "failing to prepare, is preparing to fail." In our world of helping clients to achieve their financial goals, the message might be "failing to plan, is planning to fail".

Many of the financial questions and decisions clients must face as they plan for their futures can be daunting to sort through; Should I have an IRA or Roth/IRA? What about long-term care insurance? What about life insurance? Are there ways to reduce taxes? How do I invest for my children's education? How should I be investing for retirement? Can I retire early? When should I start taking social security? Who will manage my affairs if I can't manage them myself?

All of these are the types of questions and concerns clients raise, and all of these are the kinds of things The Crossland Group helps plan for. We would welcome the opportunity to help you plan for your tomorrow.

The Crossland Group, chose to partner with Commonwealth Financial Network®, one of the pre-eminent independent broker/dealers in the United States. Our alliance with Commonwealth ensures that our clients receive a wide variety of financial and investment products and services to complement their goals. It also helps The Crossland Group best serve clients in a seamless and efficient manner by providing back office, investment, and technology support