Crossbridge MAXX Plan

CrossBridge Wealth Management & Benefits Group offers a work place financial planning program that has typically been reserved for high net worth individuals in their homes or in a financial planners office

CrossBridge MAXX PLAN^TM

The CrossBridge MAXX PLAN^TM maximizes the unique qualifications of local Certified Financial Planner^TM professionals, attorneys, CPA's  and financial advisors to provide employees on-site, fee based financial planning expertise.

MAXX Plan^TM is a coordination of a company's benefitprograms and corporate sponsored retirement plans that offers significant savings to the employer and to the employees alike.

MAXX Plan^TM is an ADVICED BASED process that affords corporate employees the opportunity to discuss their personal situation with a financial planner that does not sell products nor is compensated by commissions

MAXX Plan^TM is developed in conjunction with a company's human resource department and can be tailored to work with employers of all sizes... large and small.