About Cross Financial Management


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Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our team includes members who have achieved some of the highest accolades in our industry, and we are licensed to sell a variety of financial and insurance products.

Jay Torgerson Certified Financial Planner(TM) Office: 503-430-0563 Fax: 971-249-0293 Mobile: 503-706-2660 Mathew Whiteaker Financial Advisor Phone: 503-430-0563 Fax: 971-249-0293 Dick Schulz Financial Advisor Phone: 503-698-5404 Fax: 971-249-0293 Brad King Financial Advisor Phone: 541-998-2925 Fax: 971-249-0293 Jerrie Lyda Financial Consultant Phone: 503-538-1900 Fax: 971-249-0293 Luke Adams Financial Consultant Phone: 503-430-0563 Fax: 971-249-0293 Brian Clark Financial Advisor Phone: 503-430-0563 Fax: 971-249-0293 Dean Koenig Financial Consultant Phone: 503-430-0563 Fax: 971-249-0293 Curtis Merrill LPL Financial Advisor Phone: 503-430-0563 Fax: 971-249-0293
	Do you have multiple 401k plans from a few employers? We can help you roll them together. get more info...
	Getting a new job? We can easily help you transfer your 401k to your new employer. get more info...

Cross Financial Management is a full-service financial planning and consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. We specialize in 401k plans, though provide an array of solid services. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

We serve individuals and businesses in all areas of financial management, including:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping you manage assets before and during retirement.

Tax Management
Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy

for your situation.

Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.

Learn More About How We Can Help You

Cross Financial Management has been working with individuals and businesses for well over a decade. Our representatives use their extensive personal and professional experience in all areas of investment planning to help you pursue your goals.

Our team includes members who have achieved some of the highest accolades in our industry. We hold an array of professional designations, and are licensed to sell a variety of financial and insurance products.

Please give us a quick call to see how we can help you. This is a no obligation service and we respect your privacy.

State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CT, FL, HI, ID, IN, MN, MT, NC, NH, NJ, OH, OR, TX, VA, WA

Advisors will become registered in the respective state, prior to any direct communication with perspective customers, who are located in states in which the advisor is not registered.

Cross Financial Management
11950 SW 2nd ST Suite 100
Beaverton, OR 97005
Toll free 1-888-333-4641
Phone: 503-430-0563
Fax: 971-249-0293

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