Our Services
Services We Provide
Initial Consultation
The Crossroads Groups team of trusted, experienced professionals know that it is important to set you up for success in times of uncertainty, new endeavors, and life events.
Our no-cost initial consultation allows us to meet you where you are, get to know you, and assess your plans, goals, and future needs. It allows us to put together a strategy that includes guidance, knowledge, and solutions to help you and your family build financial security and generational wealth.
We have a specialist to help build and implement your strategy whether you have a need for fee-based planning, a more tactical approach, or just need guidance and advice along the way. We are here to ensure your success.
Planning Solutions
It is important that you are prepared financially for your future and any unexpected situation that life sends your way. We will work with you to come up with the appropriate plan so that when those uncertainties arrive, you can make decisions with clarity and confidence.
The team at The Crossroads Group doesn’t just stop at the initial planning, we continually evaluate and review your plan yearly to ensure that as you change, you have the right strategy to change with you.
Risk Management/Insurance
Throughout the consultation and planning process, our team will evaluate your needs and make recommendations on the appropriate products and options to consider for your needs.
Whether looking at family, business, or a combination of all circumstances, we have the right mix of products to help get you where you want to go.
Investments
What is your investment strategy? Buying low and selling high may seem easy, but without understanding your risk tolerance, goals, timeline, and the principles of putting together a thorough investment portfolio, it can become overwhelming and prevent you from making educated and informed decisions.
Our team will educate you on the numerous choices available and make sure you have the information you need to build the right plan for you.
Check the background of your financial professional on
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
900 East 96th Street, Suite 300, Indianapolis, IN 46240 (317)705-8149. The Crossroads Group is not a subsidiary of MML Investors Services or its affiliated companies.
CRN202408-588120