Crossroads Wealth Planning
Our office is located in Lake Oswego, OR, but we serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings.
I specialize in working with business owners who want a plan for how they will someday sell their business and retire.
Contact me to set up a complimentary introductory call.
I do not have asset minimums, but I do have minimum fees levels for my services which I’m happy to discuss in the complimentary introductory call.
I offer both one-time plans and ongoing advice. Both are on a fixed fee basis, meaning you will know the fee at the outset. There’s no surprises.
I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).