Who We Are

Cross Inland Wealth Management was established on the principle of providing Stewardship with Integrity to everyone we are blessed to work with.  

We help build, manage, preserve and transition wealth for investors, business owners, and pre-retirees or retirees.  We do this by focusing on putting you, and your goals, at the very center of the planning process.  Throughout our relationship together our focus on you is reflected from the recommendations we make, the products we use, being transparent in costs and working hard every day to continue to earn, and build, your trust.  

What We Do

Financial Planning

Whether it is owning your own home, funding your children’s education, or working towards a stress-free retirement, having a financial plan is a vital part of working towards your goals. An effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including establishing an emergency fund, paying off debt, addressing areas of risk, understanding the impact of taxes, retirement planning, estate planning, and much more.

Retirement Planning

We believe that retirement planning should not start at retirement; but well before. We take a holistic, long-term view of your financial situation in order to create a plan for retirement that honors the hard work you put in to achieve it.

Risk / Insurance Planning

If there’s one certainty in life, it’s the unpredictability of surprises. While you strive to do your best to plan thoroughly, there are ways to prepare for unexpected events by reviewing options to transfer some or all the potential risks that can derail financial plans. Creating a plan provides additional resources for you and loved ones by outlining ways to address financial strain when life throws you a curve ball.

How can we help?

Find out how we can help you work to reach your financial freedom.

Contact Us Now

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From retirement savings to living abroad, here are some of our commonly asked questions.