Crossroads Planning, LLC is a Registered Investment Advisor in California. Their team is energetic, flexible, and open-minded, ready to work hard for their clients. They aspire to help their clients lower their tax liability and optimize their finances through innovative and creative financial planning. They desire to establish a long-lasting relationship with every client that can be passed on from one generation to the next. They strive to build a strong foundation with every client and provide the best possible solution. They use multiple tax strategies and planning to maximize their client's needs while minimizing their exposure to tax liabilities. They work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal. Their firm believes in sentiment, and they are proud to rub shoulders with a variety of partners who are committed to the success of the financial planning industry. Contact them to schedule a meeting.
