Crossroads Planning is a registered investment advisor based in Orange, CA, offering comprehensive financial planning services. Their team of professionals takes a fresh approach to financial planning, focusing on their clients' goals and success rather than product sales or commission. With a collaborative and unique process, they provide clarity and accountability to help clients define their personal version of success and create a customized financial strategy. From tax preparation to wealth management, Crossroads Planning aims to save clients time and empower them to enjoy life now while preparing for the future.
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