“To have courage for whatever comes in life — everything lies in that”
- Mother Teresa
After attending our workshops, we’ll take you a step further.
Crossroads has a nationwide professional training staff dedicated to helping reduce stress by sharing options that are open to the workshop participants.
We partner with independent, unbiased financial planning advisors who we believe are the best in the industry. These advisors focus on the unique needs of each individual, developing a suite of advisory planning choices that cater to specific priorities.
Participants in classroom workshops will be able to meet in face-to-face sessions with an affiliated advisor. They may choose to implement their own plan, work with another advisor or ask one of our affiliated partners to develop a strategy for the journey upon which they will embark.
Unbiased advice gives you the knowledge to make the right decisions for the journey ahead.
“I thought I knew what to do, now I really know”
Houston, TX
“Learned a lot, thanks!”
New York, NY
“The best workshop I have ever taken”
Charlotte, NC
Crossroads Financial Strategies’ participants consistently rate with a “100% would recommend to others” evaluation. One-on-one financial advisory sessions from our national network have received very positive feedback. Ninety percent of workshop participants request personal planning sessions with our financial advisor affiliates.
We guide participants through the first two stages of their journey. The next stage is a confident move in a more assured direction.
Take the next step in helping your staff with a high level of transition by calling us today.
...Today, Tomorrow
and Toward
Their Dreams
3131 South Vaughn Way, Suite 135
Aurora, CO 80014
866.405.3453
303.376.6127
303.376.6128
www.xroadsstrategies.com
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Serving Individuals
and their Companies...
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