Products & Services
Products & Services
As an independently managed firm, we are not constrained by limitations typically placed on large, corporate firms. We offer products and platforms that are specific to you, not us. Our firm specializes in meeting the needs of businesses. Through an educational and consultative approach, we provide value to business owners, business leadership teams, and other high net worth individuals that allows them to stabilize and grow their revenue streams. Please take the time to explore our website and the wealth of information we provide. We stand ready to help you and your business succeed.
Individual Wealth Strategies
Investment Advice
Investment Portfolio Design
Financial Planning
Life Insurance (Term, Whole, Universal)
Mutual Funds
Variable Annuities
Traditional IRA
Roth IRA
College Savings Plans
Estate Plans
Disability Income Insurance
Long-Term-Care Insurance
Buy-Sell Agreement Funding
Fixed Annuities
Estate Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
wade.cross@intusolu.com | 214-538-0335