Home Featured Columns We Offer Personalized Plans to Match Your Needs One-size fits all policies are best left to vacation bike helmets. At Cross Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level. Individuals & Families Whether you’re a party of one or six, Cross Financial customizes your investment strategies to fit your current needs and future goals. Business Owners We believe small businesses are the backbone of America. At Cross Financial, we do our utmost to help your business thrive.