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The Process

Each client has financial goals that deserve customized strategies designed specifically to meet their family needs.

Cross Sound works to identify our client goals, analyze, and recommend sound solutions.

We work closely with our clients, connecting often to ensure we are making strides toward your financial freedom. 

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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The most important thing is to try and inspire people so that they can be great in whatever they want to do.

- Kobe Bryant

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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