Brian Cross
Wealth Management Advisor|CFP®, RICP®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
For me, every day begins with one purpose, ensuring that each client has the peace of mind that comes from knowing that they have the right plan in place for the future, and the unanticipated turns they may encounter along the way. Together, we will partner with a team of planning professionals to create a personalized comfortable experience that always puts you first and planning second.
Whether you already have a plan in place, or have not started, we will meet you where you are at and provide a comprehensive personalized review, along with potential recommendations, with no commitment required.
We cover a broad spectrum of needs: Education Planning, Retirement Planning, Wealth and Income Protection, Estate Planning, Business Planning, Investment and Advisory Services, Trust and Private Client Services.
We will work with you to:
1. Identify your goals - First, we'll make sure we understand what's important to you and your loved ones, where you are today and where you want to be in the future.
2. Develop your personalized plan - We'll analyze your financial situation and develop recommendations that can help you and your family achieve financial security.
3. Implement your strategies - We'll bring your financial plan to life with quality products and solutions.
4. Review your plan - Throughout life, even small changes can impact your financial plan. We'll help you adjust your plan as needed to stay on track.
Personally, it is my goal to help you remove the barriers that come between you and what you want to achieve for yourself, your family, or your organization.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
