Ian Cross
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
Financial planning for individuals, families, and businesses utilizing comprehensive tools to provide security, stability, and growth
EDUCATION
The American College of Financial Services
Retirement planning, Estate planning, Distribution planning, Income Taxation, Insurance Planning
Covenant College
Bachelor of Business Administration - BBA, Business Administration and Management, General
SKILLS
ABOUT IAN CROSS
A proven track record of success with individuals and businesses. Serving clients through integrated financial planning. My team and I have a single mission; to help add financial value to you and your family. Specifically, to complement the work you\'re likely already doing. I am extremely grateful and proud to be a part of a network of financial professionals that gives me the opportunity to extend my knowledge and passion for helping businesses and families achieve their most important goals and objectives.My team builds plans for individuals and small businesses to educate clients on multiple topics related to financial security. This gives them a chance to enhance the planning they\'ve already done with new and fresh strategies. We work to supplement existing planning by identifying possible blind spots and helping people refine their ideal financial picture. From there we focus on being as efficient and tax sensitive as possible. We provide financial planning for every single client. We review this plan at least annually, and this allows me to share ongoing, objective, advice so that we can implement the necessary strategies, products and/or services to help solve our client’s needs.Specialties: To learn more about my team and our specialties, feel free to visit my website at or contact me at 77••••••78
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