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Walking beside you through. Learn about our team and see what makes us different. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Have a look at our specialized services and see if they suit what youre looking for. Need some personalized advice? Were here to help. Get in touch with us and well happily guide you in the right direction. Let us help you understand the ever changing atmosphere of the financial industry. Subscribe to our Newsletter.

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Cross Wealth Management

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A●s , IA, 50010

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Walking beside you through. Learn about our team and see what makes us different. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Have a look at our specialized services and see if they suit what youre looking for. Need some personalized advice? Were here to help. Get in touch with us and well happily guide you in the right direction. Let us help you understand the ever changing atmosphere of the financial industry. Subscribe to our Newsletter.

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5 overview

6 insurance

7 retirement planning

8 managing your finances

9 asset allocation

10 resources

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Home | Cross Wealth Management | crosswealth.com Reviews

https://crosswealth.com

Walking beside you through. Learn about our team and see what makes us different. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Have a look at our specialized services and see if they suit what youre looking for. Need some personalized advice? Were here to help. Get in touch with us and well happily guide you in the right direction. Let us help you understand the ever changing atmosphere of the financial industry. Subscribe to our Newsletter.

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crosswealth.com

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Resources | Cross Wealth Management

http://www.crosswealth.com/resources

Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. Have you met our team? We have a wealth of experience in the financial services industry. Subscribe to our Newsletter. Subscribe to our newsletter and get exclusive news straight to your inbox! 317 Clark Avenue, Ames, Iowa 50010. 515-233-3905 terry.cross@questarcapital.com. Terry D. Cross, President, and Financial Advisor.

2

Our Services | Cross Wealth Management

http://www.crosswealth.com/products

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include:. 529 qualified tuition plans.

3

Blog | Cross Wealth Management

http://www.crosswealth.com/blog

The 4 Essential Elements of a Retirement Plan. Submitted by Cross Wealth Management on January 25th, 2016. Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security. Three Ways to Get More Done in a Day. Submitted by Cross Wealth Management on February 10th, 2015. 5 Tips for Managing Financial Stress. How to Select the Right Financial Advisor. We ha...

4

Managing Your Finances

http://www.crosswealth.com/managing-your-finances

Managing your finances is an important component to any security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation. Financial Planning for Business Owners. Couples planning for a first child enter into a new level of commitment—both per...

5

Video Library | Cross Wealth Management

http://www.crosswealth.com/video-library

Have you met our team? We have a wealth of experience in the financial services industry. Subscribe to our Newsletter. Subscribe to our newsletter and get exclusive news straight to your inbox! 317 Clark Avenue, Ames, Iowa 50010. 515-233-3905 terry.cross@questarcapital.com. Terry D. Cross, President, and Financial Advisor. Securities offered through Questar Capital Corporation (QCC), Member FINRA. Advisory Services offered through Questar Asset Management (QAM) a Registered Investment Advisor.

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Services — Downtown Ames

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Virginia's Main Street Blog. Ames, IA, 50010. Visit Downtown Ames for the many shops, great restaurants, fun entertainment, signature events and more! Your Custom Text Here. Virginia's Main Street Blog. Adams and Soderstrum Funeral Home. 502 Douglas Avenue - Ames, IA. 515 Douglas Ave - Ames, IA. Monday-Thursday 9:00 am- 9:00 pm. Friday-Saturday 9:00 am- 6:00 pm. Sunday 1:00 pm- 5:00 pm. PO Box 380 / 317 5th St. - Ames, IA. Monday-Friday 8:00 am- 5:00 pm. 406 Main St. #101 - Ames, IA. Cross Wealth Managem...

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crosswealth.com

Home | Cross Wealth Management

Walking beside you through. Learn about our team and see what makes us different. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. Have a look at our specialized services and see if they suit what youre looking for. Need some personalized advice? Were here to help. Get in touch with us and well happily guide you in the right direction. Let us help you understand the ever changing atmosphere of the financial industry. Subscribe to our Newsletter.

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