Our Services

At Crosswind Advisors, LLC, we pride ourselves in assisting you in several financial aspects of your life.

Financial Planning

We specialize in

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Estate Planning

We specialize in

  • Document Review
  • Charitable & Heritage Planning
  • Family Education
  • Estate Tax Minimization
  • Estate Settlement & Transition

Tax Planning

We specialize in:

  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Retirement Planning

We can guide you in both pre-retirement and post-retirement with our specialites in:

  • Retirement Feasibility
  • Pension Planning
  • Health & Benefits Planning
  • 401K Options/Deferral Options
  • Retirement Commencement Package Review
  • Income Distribution Strategies
  • Social Security
  • Required Minimum Distribution Planning
  • Expense Analysis "What If" Illustrations
  • Ongoing Review Meetings

Investments

We specialize in

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity Insurance Needs Analysis
  • Medicare/Medicare
  • Supplement Review
  • Life Insurance Review
  • Long Term Care Insurance
  • Asset Protection Planning

Risk Management

We specialize in

  • Insurance Needs Analysis
  • Medicare/Medicare Supplement Review
  • Life Insurance Review
  • Long Term Care Insurance
  • Asset Protection Planning

Insurance

We specialize in

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Social Security and IRA Planning

Coming soon

Suggested Content

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kurt@crosswindadvisors.com  |  425-501-7528