Welcome to Crossroads Wealth Planning
Located in Lake Oswego, Oregon and serving clients throughout the Portland area and the Northwest.
Did You Know 80-90% of Business Owners’ Net Worth Is Locked in Their Business?1
As a business owner, you’re up against a unique challenge. You’ve put in hours upon hours along with resources (often your own) to grow your business. But how can it translate into long-term financial security for you and your family?
Your Personal Wealth & Business Intersect.
Let’s Pave Your Life’s Path Forward From There.
Can you relate?
- You’ve built a strong business over the years.
- You want to be intentional with your finances.
- You aren’t yet ready to retire but want to set yourself up well.
- You’re not sure where to start.
If this sounds like you, you’re in the right place.
Let Us Help Turn Your Business Success Into Lifelong Stability
Through a Coordinated Approach
Personal Financial Planning
By understanding the goals you have for your family and yourself, we develop a comprehensive plan integrated with your business trajectory.
Business Advisory & Exit Planning
We develop techniques to optimize the value of your business for an eventual sale that can support your retirement vision.
Walking You Through Every Step As Your Personal Partner
When you work with Crossroads, you work directly with Ryan McClung who is a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) professional, and Certified Exit Planning Advisor (CEPA®). With a comprehensive skill set, you receive tax-informed, coordinated solutions that address your diverse challenges and identify all of your opportunities. But our solutions aren’t just comprehensive; as a fiduciary, our recommendations are legally required to align with your best interest. Through a collaborative relationship and a clear process, we’re passionate about helping business owners get on the optimal path through unbiased, expert guidance.
Start the Process with a Call
Together, let’s go through an eye-opening process to help you understand your business’s worth, increase your business’s value, and ultimately accomplish your goals. Let’s begin with a conversation to share more about how our services work.
Financial Education is the foundation for confidence and clarity when it comes to your wealth.
That is why we welcome you to sign up and have access to our whitepapers on business value creation and exit planning.