Broker Check

cross·o·ver / noun /ˈkrôsˌōvər / 
1. a point or place of crossing from one side to the other.

When you reach your next Crossover Point, will you be ready?


Schedule an introductory call

They may be good or bad, expected or not - but everyone faces times in life when their financial situation dramatically changes - and they experience a significant financial impact.

We call these times Crossover Points, and helping you prepare for them is what we do.

Learn more
"When I created the Crossover Point framework in 2019, I wanted to provide a more focused and practical way of helping my clients plan for their future."

"When I created the Crossover Point framework in 2019, I wanted to provide a more focused and practical way of helping my clients plan for their future."

"These Crossover Points require planning and represent vital aspects of a family's wealth creation and financial stability.

Over the last 2 decades, I've identifed 22 specific life events that have impacted my clients. But across most American families, there are 8 fundamental issues that emerge as universally significant and need to be addressed.

By planning for these shared challenges with an experienced CERTIFIED FINANCIAL PLANNER™, families can better navigate through the complexities of their own unique situations with greater clarity and resilience, creating a foundation for long-term success and financial well-being."

Michael P Henderson, CFP® CKA®

 CERTIFIED FINANCIAL PLANNER


Our Team

Our Team

We're an Independent Wealth Management Firm near Orlando, Florida

Learn more
Our Process

Our Process

Do you know the probability you'll be able to achieve all the things you want to? If not, our process can help 

Learn more
Our Clients

Our Clients

in addition to asset management, our clients come to us for a variety of reasons including retirement, estate, tax, education, and insurance planning, 

Learn more
Our Specialty

Our Specialty

We've been helping Publix Associates plan for Life After Publix for over 23 years

Learn more

Schedule A Consultation

If you would like to schedule a no obligation, initial complementary consultation, click the button below

Schedule an Introductory Call