Broker Check

OUR THREE-STEP PROCESS

Every action we take is based on our data-driven, 3-step process.

ASSESS

Personal and data-driven analysis is the foundation for everything we do.

PLAN

Individualized strategies ensure that your goals are always a priority.

MANAGE

Our comprehensive financial management means we're ready to address your every need.

OUR SERVICES

We are Crossroads Capital Management, an independent financial firm in Bellevue, WA.  We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals.  As an independent firm, we are not tied to proprietary products, nor are we limited to the scope of services we offer.  Instead, we provide the highest quality education on the choices available to you.  We focus on really getting to know you and your situation, so we can build the right strategy while meeting all of your risk tolerance and time horizon needs along the way.  When at the Crossroads of your financial future, rest assured that we are here to help you succeed and climb every mountain...

Investment

Investment

Create a uniquely tailored investment strategy that’s right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you’ve dreamed and worked for.

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Estate

Estate

Manage your affairs in the manner you desire during your lifetime and beyond.

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Insurance

Insurance

We create strategies that are tailored to your needs and goals.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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We're here for you!

Over the past 20 years, we have been helping people understand the retirement and investment planning landscape. With a focus on individualized, tailor made investment strategies, we’ve helped people just like you explore their goals – and in many cases, achieve them.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

<p>Insurance Needs Assessment: When You're Young and Single</p>

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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<p>Risk Perspective</p>

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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More information you can use

“NOTEABLE QUOTEABLES…”

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