Ian Cross
Financial Advisor|RICP®
Advocating for and empowering clients using a comprehensive planning process to visualize and create your dream future
About me
Our team works with remarkable people to provide complete confidence in helping achieve what they want for themselves and their families - with either comprehensive or tactical financial planning. While retirement and education funding are our areas of greatest expertise, we aim to incorporate investments, insurance, and savings plans to help our clients visualize and achieve their goals.
Financial security is something many of us strive to achieve in our lives. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.
I began with Northwestern Mutual as a client and because of the value, care, and strategies I experienced with my family, I was so intrigued to assist families and businesses myself in a similar role. I began with Northwestern Mutual after years of successfully serving clients and businesses at a high level in the outdoor industry. From that client experience, I knew that not only was Northwestern Mutual an incredible capable and secure company, but I could see myself truly helping people and positively impacting their lives. I understand what it takes to grow and develop client-centered solutions aimed at their specific goals in their best-interest.
One of the best parts of my job is working closely with individuals, families, and business owners to develop plans that provide structure into their financial lives. As a man with a family, I understand the importance of planning for both today and tomorrow. Let me and my team help you get on the path to financial success today.
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.
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.
A Financial Plan Tailored to You
Find out more about our integrated process
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.