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2015 Partnership Award

 Terry Cross, Financial Advisor with Cross Wealth Management, has received The 2015 Partnership Award from Questar Capital Corporation.

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

Three Ways to Get More Done in a Day

You may have heard statistics or evidence that multitasking can actually make people less efficient. Actually, in many cases that’s true. Generally speaking, multitasking decreases the level of knowledge and understanding in a given task; and, sometimes it can lead to doing many things but not really accomplishing anything.

5 Tips for Managing Financial Stress

Money is just one of those things that sometimes brings people as much pain as it does pleasure. As the economy in an up cycle of the recession, things are looking better but just the thought and uncertainty of an unstable economy is often enough to bring the fear back into people’s minds

How to Select the “Right” Financial Advisor

Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money?

 

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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