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.

06/01/2026

Here are 5 facts about Social Security you absolutely need to know.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
05/29/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
05/27/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
05/25/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
05/22/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
05/20/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Learn more about whether you need to pay estimated taxes.
05/18/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The question everyone has: Will Social Security be around for you? Read this.
05/15/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Could your portfolio benefit from a zero-coupon bond?
05/13/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Children with special needs may need ongoing help after their parents are gone.
05/11/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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2999 N 44th Street Ste 120
Phoenix, AZ
85018

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