Archive for August 18th, 2020
The practice’s four-step financial planning process founded on industry fundamentals and a proprietary algorithm.
ORLANDO, FLORIDA, August 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced the launch of Voyage today, their four-step financial planning process. The comprehensive planning process provides their clients with a customized long-term strategy driven by time-tested research, a rich understanding of the markets and the cornerstone of the process: a proprietary algorithm that helps guide emotion-free decision-making.
"Since 1998, our success has been driven by client-centric care and a distinctly personal approach to financial planning," said Evan Shear, co-founder and branch manager of CrossleyShear Wealth Management, and a CERTIFIED FINANCIAL PLANNERTM professional. "An integral part of our approach is our time-tested, four-step process for financial planning, and we're excited to officially formalize a brand identity for this process."
"We've built this comprehensive financial planning process based on years of investment expertise and working collaboratively with our clients," said Dale Crossley, co-founder of CrossleyShear Wealth Management, branch manager and Financial Planner–RJFS. "We're extremely proud to have Voyage, a process that our entire team embraces wholeheartedly for its merits and the value that it provides for our clients."
Driven by a combination of client-centric care, expertise in market fundamentals and a proprietary algorithm, Voyage provides CrossleyShear the ability to more precisely manage their clients' wealth and financial needs through a four-step roadmap including organizing, planning, managing and tracking. An essential element of the process allows for staying the course during inevitable market fluctuations. As the market changes, a mathematical algorithm is employed, coupled with a methodical, proprietary scoring process. The models provide disciplined and unemotional "buy" and "sell" signals to help investors be less inclined to make decisions that may ultimately affect their long-term investment goals.
Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Forida. The advisors manage more than $530 million in client assets and offer a wide variety of services, including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.
To learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.
About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and financial independence. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.
About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.
1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061
*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.