Our Services

Retirement Strategies
Retirement can be overwhelming, but James Crosson helps to facilitate a stress-free transition. Many of our satisfied clients are approaching retirement or are currently retired.

Endowment Accounts and Non-Profit Accounts
Become a cornerstone in your community by planning your endowment or non-profit accounts with James Crosson. He is sensitive to the organization’s individual goals and tailors his advice accordingly to work toward positive portfolio performance to optimize the results of the investments.

Long-Term Care Insurance
One of our objectives is to plan for the unexpected. Long-term care can be very costly and long-term care insurance can help to prevent major loss of retirement assets if you need long-term care.

Life Insurance
We are focused on helping our clients transfer wealth to the next generation. Create your family legacy.

Business Owners
We are available to help get answers to even the toughest business issues. Whether it be Employee Retirement Plans, Insurance or Tax strategy issues or questions, We have you covered. We maintain relationships with well-respected professionals in such fields as law, taxation and accounting so that your business questions can be answered efficiently and correctly the first time you ask.

Please contact us today to set up an appointment:
(401) 619-6990 or (508) 672-7500