Crossroads Capital Management

Tel: 425-453-4600
Fax: 425-453-4636

155 108th Street NE, Suite 700, Bellevue, WA 98004

The New Wild West: Bitcoin What to Do When You Lose Your Wallet 16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.


The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

View all videos arrow