U.S. Asset Management

Financial Planning Suwanee, financial planning Dacula

Financial Planning – It’s what we do

By David Cross, CPM®, CRPC®, CDFA®

By David Cross, CPM®, CRPC®, CDFA®

David.Cross@us-am.com

Financial Planning Success

Your financial success depends on a well thought out financial plan that is updated annually. As your net worth grows, so do the complexities of managing your affairs.  At U.S. Asset Management, we provide advice to people who want to protect and grow their money. We define your goals, assess your situation and provide advice on how to make it happen.  Our job is not just financial planning but to help you make better decisions with your money.

Visit us at www.us-am.com or email us at david.cross@us-am.com for more information.  Click the video below to see how we do things.

 

David Cross is a wealth advisor with U.S. Asset Management, a Registered Investment Advisor. He holds the designations of Certified Divorce Financial Analyst, Certified Retirement Planning Counselor and Certified Portfolio Manager.

US Asset Management

A Member of Advisory Services Network, LLC

Direct: 678-894-0696

david.cross@US-AM.com

www.us-am.com

1960 Satellite Blvd – Suite 2200 Duluth, GA 30097
© 2020 USAM LLC. All Rights Reserved

All views/opinions expressed in this article are solely those of the author and do not reflect the views/opinions held by Advisory Services Network LLC.  Advisory Services offered through U.S. Asset Management, a member of Advisory Services Network, LLC.

6600 Peachtree Dunwoody Rd | 600 Embassy Row | Suite 575 | Atlanta | GA | 30328

U.S. Asset Management is a fiduciary advisor offering portfolio management and financial planning services. We help clients make better decisions with their money and assist with overseeing every aspect of their financial lives.  David Cross is a Certified Portfolio Manager, Certified Divorce Financial Analyst and Certified Retirement Planning Counselor.

U.S. Asset Management and Advisory Services Network, LLC do not provide tax advice.  The tax information contained herein is general and is not exhaustive by nature.  Federal and state laws are complex and constantly changing.  You should always consult your own legal or tax professional for information concerning your individual situation.

All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed.  Financial data changes rapidly.  All economic and performance data is historical and not indicative of future results.  This material is of a general nature and intended for educational purposes only.  This information does not constitute a recommendation or solicitation or offer of the purchase or sale of securities.   Indexes are unmanaged and do not incur management fees, costs, or expenses.  It is not possible to invest directly in an index.