Cross Financial
Mission
Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to include accounting services making Cross Financial a comprehensive solution for their clients.
We take the time to really get to know our clients. What are their goals? What are their dreams? What are they passionate about? It’s personal first; then business.
Services
Financial Planning
Retirement Income Planning
Tax and Accounting Services
Business Advisory and Valuation Services
FORUM TOPICS
Invite Mathew to speak at your Forum (contact info below)! Here are some potential topics:
Retirement or Vocational Freedom: What is Your Goal?
Business Valuation: Is It All Worth It?
What Are You Doing?!? It’s Time to Really Answer this Question!
Life is a Game of Cashflow—Are You Prepared to Win?
Meet MAthew Whiteaker
Mathew is an owner and founding partner of Cross Financial. He is a financial advisor with Cross Financial Advisors, LLC and has been helping individuals, families, and businesses pursue their financial planning goals for over 20 years.
Attention to detail, integrity, good listening skills and great empathy create the foundation of his business relationships. He is effectively supported by a team of administrative and investment product specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
He focuses on providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management strategies that work towards simplifying and enhancing the quality of his clients’ lives.