Cross Financial
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Assist clients with their Life Insurance and Investment needs. Investment services include Retirement Income Planning, IRAs, 401k rollovers, & Fee Based.
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. Cross Financial is a marketing name for which Michael Cross is an Investment Advisor Representative of, and offers securities and Investment Advisory Services through Woodbury Financial Services, Inc. Member FINRA & SIPC, and Registered Investment Advisor. Cross Financial and Woodbury Financial Services are not affiliated entities.
10/02/2026
Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.
09/30/2026
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.
09/28/2026
Saving for college doesn’t have to be as complicated as college itself.
Saving for College 101 Here's a crash course on saving for college.
09/25/2026
Even low inflation rates can pose a threat to investment
returns.
Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.
SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
09/21/2026
How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
09/18/2026
Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
09/16/2026
Tax time can be a good time to give your household budget a checkup.
Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.
09/14/2026
Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.
Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.
Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.
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2999 N 44th Street Ste 120
Phoenix, AZ
85018
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