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Helping you prepare for your next Crossover Point

Everyone faces times in life when financial circumstances dramatically change. These events may be good or bad, expected or unexpected - but the financial impact they have can be significant, and often has the power to reshape our lives.

We call these moments Crossover Points, and our mission is to provide you with the peace of mind that comes with knowing you're well prepared when they inevitably arrive.

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

"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®

 

Our Team

Our Team

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

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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 

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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, 

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Our Specialty

Our Specialty

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

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

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