Services at Crossroads Financial Planning, Inc.

Comprehensive Financial Planning That Pays
Off In The Years Ahead

We coordinate analyses and recommendations on the following areas:

Personal Planning Services

Let us turn your dreams into reality. Learn how planning can help you successfully achieve your goals. We take into account not only how you live your life today, but how you want to live it tomorrow.
Retirement Solutions

Today, there are longer life expectancies and higher expectations for retirement. We help identify and achieve specific retirement goals for a secure, financial future.
Business Needs
In order to succeed, every business needs a plan for today and tomorrow. We develop an extensive plan to reflect the current stage of your business and to define its future success.
Insurance Analysis
Life brings many unexpected challenges and obstacles. We provide unbiased reviews of your life, disability, long term care and property and casualty insurance needs.
Estate Planning
Don't wait until it's too late. Make decisions today that will reduce estate taxes and assure proper distribution of your assets upon your death.

The comprehensive plan focuses on all areas of your financial situation and develops a strategy to help you accomplish those goals.

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