Julie Jarvis founded Crossroads Financial Planning in order to provide Comprehensive Financial Planning Services for business owners, individuals, and families.

  Crossroads Financial Planning, Inc. is an independent financial advisory firm with extensive experience in the financial services industry.

 

We are compensated solely through fees paid by our clients, and we do not accept commissions or compensation from any other source.

We provide: personal planning services, business needs, retirement solutions, estate planning and insurance analysis.

  We begin by building a trustworthy, ongoing relationship with all our clients and always put their best interest first.
  • One-To-One Personal Service
  • Offer Objective Viewpoints
  • Hold Quarterly Meetings
  • Provide Quarterly Reports
  • Build an Ongoing and Lasting Relationship with Our Clients and their (other) advisors
  • Always Work on Our Clients Behalf
  • Provide Comprehensive Financial and Investment Planning
  • Continually Monitor and Update Our Clients Plans
  • Help Our Clients Establish and Implement Their Personal Goals
 
 

Crossroads Financial Planning, Inc. is a Registered Investment Advisor with the United States Securities & Exchange Commission (SEC). In addition to registering with the SEC, Crossroads Financial Planning, Inc. is registered with the State of Ohio . The presence of this web site on the Internet shall in no direct or indirect way create an implication or inference that Crossroads Financial Planning, Inc. is selling or offering to sell advisory services to any resident of any state with which our firm is not notice filed.


5001 Horizons Drive, Suite 201
Columbus, Ohio 43220
Phone: 614.459.1145
Fax: 614.459.9920
e-mail: jjarvis@crossroadsfinancial.com

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