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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blogs

Cross Inland Wealth Management | Mar 10, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Cross Inland Wealth Management | Mar 10, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Cross Inland Wealth Management | Mar 10, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Office

North Idaho

4555 E Marble Fox Avenue,
Post Falls, ID 83854

Oregon

16100 NW Cornell Road,
Suite 240,
Beaverton, OR 97006

Contact Info

North Idaho

P | 208-618-3464
F | 971-249-0293

Portland, Oregon Area

P | 503-430-0563
F | 971-249-0293

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Legal, Privacy, Copyright and Trademark Information
 

Securities offered through LPL Financial. Member FINRA & SIPC. Investment advisory services offered through Cross Financial Advisors, a registered investment advisor. Cross Inland Wealth Management and Cross Financial Advisors are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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