"Planning for Today and Tomorrow"  

SERVICES | Overview

  • Investment/Retirement Planning
    Whether you are just getting started, you are at the height of your career or you are about to retire, we can assist you in identifying your goals, in determining your investment time horizon and risk tolerance, in creating an investment strategy designed for all types of market conditions, and in choosing retirement investments wisely.
     
    Investment Analysis, Asset Allocation, Performance Evaluation, Tax Efficiency, Systematic Investing
    Retirement Income Needs Analysis, Beneficiary Planning
    IRAs, Roth IRAs, Rollover IRAs, SIMPLE/IRAs, SEPs, 403(b), 401(k), Annuities

  • Estate Planning
    We offer services in a wide variety of areas, but with a particular emphasis on issues and concerns relating to estate planning; proper beneficiary planning and designation; and Medicaid planning.

    Wills, Revocable Living Trusts, Powers of Attorney, Living Wills, Estate Settlement, and Administration

  • Income Tax Strategies/Planning/Preparation
    We provide counsel to help maximize deductions on your tax return, we help you calculate quarterly tax payments, and we prepare your federal, state, and local income tax returns. We are experts in tax regulations relating to the clergy and religious professionals.

    Federal, State, and Local Income Tax Preparation and Counsel, W-2 Preparation, Clergy Pay Package Consultation

  • Insurance Planning
    The cornerstone of any sound financial plan is a solid insurance plan. Life insurance protects those you love; disability insurance protects your income; and long-term care insurance protects your retirement assets and gives you the freedom to make choices about how and where you'll be cared for. As an independent agent, The Crossland Group offers a wide range of insurance products providing this important protection.
     
    Life Insurance, Long-Term Care Insurance, Disability Insurance

  • Education Planning
    Everyone wants their children and grandchildren to realize their dreams, but paying for college or trade school is harder than ever. We can assist you by customizing an investment program that best suits your needs and helps the ones you love realize their dreams.

    Systematic Investing, 529 accounts, UTMA/UGMA accounts; Coverdell ESA's 

  • Business Planning
    If you are a small business owner or family business owner, we know that every staff member plays a pivotal role in your success. We also know that every minute you spend on "administrative" issues, is one less minute spent on building your business. We have the knowledge and resources to help you provide for your staff and plan for the future, while minimizing the time you spend away from building your business.

    Employee Retirement Plans, Incorporation, Succession Planning

  • Group Seminars/Workshops
    We offer seminars and workshops on a variety of topics relating to investment and retirement planning, insurance planning, estate planning, education planning, and tax strategies. We'll tailor the agenda to address the concerns of your organization—with ample time for questions and answers.

    Synod Meetings, Regional Ministerium Meetings, Civic Group Meetings, Church Council Meetings, Congregational Retreats 

  • Investment Planning for Churches and Organizations
    We work with finance committees, endowment committees, and treasurers to provide investment strategies and vehicles aimed at helping your organization meet its goals while being good stewards of its assets.

    Building Funds, Mission Funds, Endowment Accounts, Scholarship Funds, Long-Term Savings Accounts
  • FINANCIAL/INVESTMENT PRODUCTS

    Mutual Funds, Fixed Annuities, Variable Annuities, Fixed Index Annuities, REITS


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