Cross Timbers Financial Group is a financial planner located at 550 Reserve St #190, Southlake, TX, offering comprehensive financial planning and related…
Cross Timbers Financial Group is a financial planner located at 550 Reserve St #190, Southlake, TX. The firm offers a range of financial services, including financial planning, investment management, education planning, and insurance consulting.
Prospective clients can contact the firm to confirm current services and availability.
Comprehensive financial planning and investment management services
RFG Advisory platform for portfolio tools and support
FETCH Financial Life Hub for centralized financial access
College savings strategies including 529 Plans and Coverdell ESAs
Services
Financial Planning
Create a comprehensive financial plan to pursue current and future goals.
Investment Management
Build a customized investment portfolio to support personal financial goals.
Small Business Planning
Provide financial planning services for small businesses.
Employment Benefits
Help understand and maximize employment benefits.
Education Planning
Create a plan for saving and paying for education expenses.
Giving Strategies
Create a plan for supporting causes and giving strategies.
Credentials & Certifications
CFP® certification for Sean McCauley
Frequently Asked Questions
What services does Cross Timbers Financial Group offer? +
The firm offers financial planning, investment management, small business planning, employment benefits guidance, education planning, giving strategies, insurance consulting, tax analysis, and the FETCH Financial Life Hub.
Who does Cross Timbers Financial Group serve? +
The firm serves individuals and families regardless of their net worth, from those with significant assets to those with limited means.
How does the firm approach working with clients? +
Cross Timbers builds relationships and treats clients as friends and partners, conducting in-depth meetings to understand goals and creating customized plans with regular check-ups.
What is the FETCH Financial Life Hub? +
FETCH is a centralized online portal giving clients on-demand access to financial information, real-time statements, customized reports, and document storage.
