Travis Shultz - Northwestern Mutual

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Travis Shultz - Northwestern Mutual

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Plan Wisely - Live Freely

10/19/2026

Plot twist: Your financial future isn’t luck. 🥠

And you don’t have to carry the weight of planning for it alone. That’s what a good team is for. 🤝

From building a strategy to navigating investments and planning for what’s next, we’re here to help carry you through every stage of the journey.

Here’s to a future built with intention, not luck.

10/16/2026

Coffee run. Field trip fee. A decision about eating leftovers vs. ordering take out. And somewhere in the middle of all that, a passing thought: "we should really look at that 529."

Most financial decisions don't announce themselves. They just feel like a normal Tuesday.

One thing we've come to appreciate in this work is that the families we sit with usually aren't looking to overhaul how they live. They're not trying to become different people with different habits. They just want the bigger decisions to stop getting lost in the shuffle of the ordinary ones.

That's really the goal: a plan that fits around real life, coffee runs and field trips included, so the things that matter don't keep sliding to next week.

If that's where you're at, we'd be glad to talk it through.

Crossroads Wealth, Insurance, and Legacy Planning

✉️ [email protected]

10/12/2026

People ask sometimes how we landed on the name Crossroads.

It's simple, really. A crossroads is a moment of decision, a point where the direction you choose actually matters. That felt closer to the truth of this work than anything else we considered.

Because financial planning isn't really a transaction. It's a series of decisions made over years, most of them quieter than you'd expect, that add up to where your life ends up pointing.

What I've found is that families and individuals rarely need someone to tell them what to want. They need a little room to pause at the decision points that matter and choose with clarity instead of guessing. That's most of what we do.

We envision a world where empowered individuals and families use their wealth to create lasting impact. The name is just a reminder of where that starts.

Crossroads Wealth, Insurance, and Legacy Planning
📞 781-224-1632

10/08/2026

Spent the morning at Open Door with the team. 🧺

If you have not been, their thrift store, Second Glance, helps fund their food pantry. So the coat somebody drops off on a Tuesday turns into groceries for a family later that same week. I love that there is nothing abstract about it. You can follow the line from one to the other.

Katelyn and Ashley sorted clothes for hours. Caleb and I were on furniture duty, and I can report that a sleeper sofa is significantly heavier than it looks. 💪

Something I keep relearning is that the impact part of this work is not separate from the planning part. It is the same idea on a different day. Resources sitting still are just resources. They only turn into something once they are pointed at people.

Grateful for the folks at Open Door who show up for this every single week, not just on the days a group walks in with coffee. 💛

10/06/2026

Something I've noticed over the years: most people's life insurance is doing less than they think, or more than they realize. Rarely exactly what they assume.

September was Life Insurance Awareness Month, which makes it a natural time to actually look at the policy sitting in a drawer somewhere. A lot has changed in what these products can do. Many policies now include living benefits, meaning the value isn't only realized after you're gone. Depending on the design, that can mean support for long-term care, help in the event of a critical illness, or a source of income in retirement.

None of that does much good if nobody knows it's there.

So the question I'd offer isn't whether you have coverage. It's whether you know what yours actually does.

Happy to walk through it with you.

Crossroads Wealth, Insurance, and Legacy Planning
✉️ [email protected]

10/02/2026

So grateful to my two older sons and Caleb who agreed to swim 2 ocean miles round trip from West Beach to Great Misery Island for my birthday. This picture is Antonio, Kalel, and me on the island right before we got back in the water to swim home.

Moments like these have a way of reminding me why building something with purpose matters. The vision we hold at Crossroads is a world where families and individuals use what they've built to create lasting impact.

I hope you get a chance today to sit back and take in the people who make your life full. 🏡

Crossroads Wealth, Insurance, and Legacy Planning
📞 781-224-1632

09/28/2026

Life insurance used to mean one thing: something your family receives after you're gone.

That's no longer the whole story. Many policies today can also support you while you're living, whether that's long-term care, a critical illness, or income in retirement.

We know that more options can mean more to sort through, and not every feature is worth the cost for every family. Some are genuinely valuable. Some just aren't the right fit for your situation. Figuring out which is which deserves a real conversation.

September is Life Insurance Awareness Month, and we'd be glad to have that conversation with you.

Crossroads Wealth, Insurance, and Legacy Planning
✉️ [email protected]

09/25/2026

Working with your friend can sometimes be tricky, but Caleb has made it really wonderful. As our investments operations associate, he's be integral in our investment book of business growth over the last few years.

More than that though, he gets it. He gets the big picture of what we are trying to do here: empower families and individuals to use their wealth to create lasting impact for themselves and the world.

He also maintains a positive attitude, even on a Monday morning, even when we've been working for hours on a task. Life is better with people like this in your corner, and I try not to take it for granted. 🤝

09/23/2026

Something I have seen to be true for years: a plan isn't a document you hand someone and call it finished. It's a process, and it keeps moving.

Here's how ours tends to go.

Discover. Before any numbers, we talk about what actually matters to you. Account balances tell me very little on their own.

Strategize. From there, we build around your values, your family, your timeline. Not a template.

Implement. A good plan that never gets put in motion isn't worth much. This is where the pieces go into place.

Review and adjust. Life keeps changing, so the plan has to keep up. This part never really ends.

Wherever you are in that, we're glad to pick up the conversation.

Crossroads Wealth, Insurance, and Legacy Planning
📞 781-224-1632, [email protected]

09/21/2026

Life insurance has a way of sliding to the bottom of the list. Behind cleaning out the garage. Behind the inbox. Behind almost anything, honestly.

I don't think that's about not caring. Everyone I talk to cares. It's that the whole thing feels like it requires a decision you're not equipped to make, so it stays on the list instead of getting crossed off.

What I've noticed is that most people aren't avoiding the topic. They're just missing three straightforward answers: how much do I actually need, what does it cost, and where do I start.

That's most of the conversation.

Crossroads Wealth, Insurance, and Legacy Planning
📞 781-224-1632

Address

300 Unicorn Park
Woburn, MA
01801

Telephone

+19783028940

Website

http://www.travis-shultz.com/

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