Crossroads Financial Services

10/09/2026

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

10/07/2026

Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?

10/05/2026

Your financial future deserves the best protection. Let's have a conversation about insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? 🛡️

10/03/2026

Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

10/01/2026

October has arrived, marking the beginning of U.S. Financial Planning Month. Throughout this month, we will be sharing valuable insights and practical tips to help you make informed decisions. Our goal is to assist you in taking control of your financial goals. Let's make October a time to pause and reflect on your financial path and your goals.

09/28/2026

Read the latest issue of Retire Wise here:

For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…

09/23/2026

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Click to learn more:

Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, we examine a market…

09/21/2026

We know there is no one-size fits all approach to serving your clients. In fact, we embrace that. Whether you are an independent financial professional or transitioning from a wirehouse, we have the systems in place to serve your unique business needs.

💻Visit our website below to learn more about us. See how we work, who we serve, and every service and resources we have to offer.

➡️ https://www.investwithcfs.com/ ⬅️

09/18/2026

We are excited to announce that Crossroads Financial Services will have regular office hours on Tuesdays and Thursdays from 9:00 to 4:00 in our Victoria location. We are located in Crossroads Bank at 4611 E. Airline Road #100, Victoria, Texas 77904.

Come see Nathan Matusek, or any of our team members, and we will be glad to assist with any of your financial needs.

09/16/2026

Big expenses like a family trip, a milestone gift, or a home renovation rarely come as a surprise, yet they often get treated like one. Planning for them in advance, with a number attached, can turn them from a source of stress into something you can enjoy.