Cross Financial

Cross Financial Assist clients with their Life Insurance and Investment needs. Investment services include Retirement Income Planning, IRAs, 401k rollovers, & Fee Based.

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our webs

ite or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. Cross Financial is a marketing name for which Michael Cross is an Investment Advisor Representative of, and offers securities and Investment Advisory Services through Woodbury Financial Services, Inc. Member FINRA & SIPC, and Registered Investment Advisor. Cross Financial and Woodbury Financial Services are not affiliated entities.

09/02/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
08/31/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Ever wonder about those free credit scores you get once a year?
08/28/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

08/26/2026

Have you used a junk-drawer approach to manage your investments?

08/24/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
08/21/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

08/19/2026

There are four basic steps to calculating the value of an estate.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/17/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

08/14/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
08/12/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Address

2999 N 44th Street Ste 120
Phoenix, AZ
85018

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