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Sean McCauley, CFP

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Southlake, TX
Sean McCauley, CFP

He earned his Bachelor’s degree in Business from Stephen F. Austin State University and a Master’s degree in Accounting from the University of Dallas.

Founder & Financial Planner, Cross Timbers Financial Group Call (817) 766-7757, or email [email protected] to begin planning for your financial future today Sean is the founder of Cross Timbers Financial Group, where he provides comprehensive financial planning and investment management to help clients achieve their long-term goals with clarity and confidence. As a CFP® professional, Sean is dedicated to offering objective advice and tailored strategies designed to align with each client’s unique circumstances and values. Sean founded Cross Timbers Financial Group with the belief that sound financial guidance begins with understanding—taking the time to listen, educate, and empower clients to make well-informed decisions for their future. Sean and his wife, Lyndsey, have been married since May 2010 and have 2 daughters, Addison and Reagan. The family also includes 2 Australian shepherds, Bronco and Molly. Outside of work, Sean is actively involved at church and enjoys golfing, barbequing, and spending time with family and friends. He takes pride in his lawn, loves cheering on his daughters at dance and soccer, and family remains at the heart of everything he does.

11/03/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

Stay tuned for more info

Want to discuss how the accounts could fit into your plan? Click the link to schedule a call: https://calendly.com/crosstimbersfg

#529

10/26/2026

🎃 Some things are supposed to be scary in October. Your finances shouldn't be one of them.

A few financial “scares” worth checking before the end of the year:
👻 Forgetting to increase retirement contributions
👻 Missing an opportunity to reduce your tax bill
👻 Ignoring an old 401(k)
👻 Not updating beneficiaries after a major life change
👻 Waiting until December to make important financial decisions

The good news? You don't need a financial costume or a crystal ball to get started.
Sometimes it just takes a conversation and a closer look at where things stand.

Have a financial “what if?” you've been wondering about? Let’s talk.
📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Book a complimentary consultation: https://calendly.com/crosstimbersfg

10/23/2026

🎃 Halfway through October calls for a little pumpkin throwback! 🧡

How is it already mid-October?! It feels like just yesterday our girls were this little, and now the years are flying by faster than ever. 🥹🍂

Photos like this are a sweet reminder of how quickly life changes and how important it is to make the most of every season.

At Cross Timbers Financial Group, we know that planning for the future is about more than money. It's about preparing for life's milestones and making the most of the moments that matter most.

Hope you're enjoying all the fall fun with your little pumpkins! 🎃🧡

10/19/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.

As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out today if you'd like to discuss a comprehensive approach to securing your digital wealth.

📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Schedule a complimentary consultation: https://calendly.com/crosstimbersfg

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

10/15/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

10/05/2026

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s talk.
📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Schedule a complimentary consultation: https://calendly.com/crosstimbersfg

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/27/2026

Life insurance is often framed as something you only think about “just in case.”

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

Have questions about how life insurance fits into your overall financial plan? Let’s talk. Schedule a complimentary planning conversation to see what makes sense for your situation: https://calendly.com/crosstimbersfg
Call/text: 817-766-7757
Visit our website: www.crosstimbersfg.com

09/21/2026

🏈 DON’T HAIL MARY YOUR RETIREMENT.

A Hail Mary might be exciting on the football field. It’s probably not the strategy you want for retirement.

“I think we’ll have enough.”
“I’ll figure it out when I get closer.”
“The market will take care of it.”

Those are hopes—not a game plan. A retirement plan should consider the whole field:

🏈 How much you’re saving
📈 How your money is invested
💰 Taxes
🏖️ When you want to retire
📋 Social Security & retirement income
🛡️ Insurance and other risks

You don't need to throw a Hail Mary when you can have a game plan.

At Cross Timbers Financial Group, we help individuals and families think through the pieces before they’re standing at the goal line.

Not sure if your retirement plan has all the right plays? Let’s talk.

📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Schedule a complimentary consultation: https://calendly.com/crosstimbersfg

09/14/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.

Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

Address

550 Reserve Street, Suite 190
Southlake, TX
76092

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.crosstimbersfg.com/, https://calendly.com/crosstimbersfg

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