Crosstown Financial Advisors

10/10/2026

📋 Did You Know?

Charitable donations aren't just a way to support causes you care about. Eligible contributions, from cash gifts to donated items, may also provide valuable tax deductions.

10/07/2026

📅 World Financial Planning Day

Most people have financial goals.

Retire comfortably. Travel more. Help their children or grandchildren. Leave a legacy.

But having GOALS and having a PLAN are two different things.

A financial plan helps connect your investments, retirement savings, taxes, insurance, and estate planning into one coordinated strategy designed around what matters most to you.

This World Financial Planning Day, ask yourself:

If someone looked at my finances today, would they see a collection of accounts or a well-designed plan?

If you're not sure, it may be time for a conversation.

💬 What's one financial goal you're working toward over the next 5 years?



Crosstownfinancial.com

Crosstown Financial Advisors is an Ameriprise advisory practice in Sugar Grove IL. Get the personal financial advice you need.

10/05/2026

🍎 Happy National Teachers Day! 🍎

Today, we celebrate the incredible teachers who make a difference in the lives of students every single day. Your dedication, patience, and commitment to shaping future generations do not go unnoticed.

As financial advisors, we're honored to help educators plan for their own futures through retirement planning, pension guidance, investment strategies, and financial planning tailored to their goals. If there's a teacher in your life that you care about, make sure they know about the team here at Crosstown Financial Advisors.

If you know a teacher who has made a positive impact on your life or the life of someone you love, take a moment to thank them today and let them know how much they're appreciated.

❤️ Tag a teacher you'd like to thank in the comments!



Crosstown Financial Advisors
331-229-4037
Sugar Grove, IL
Lisle, IL
Crosstownfinancial.com

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/23/2026

✨ Two More Sleeps Until Our Annual Food Truck Social! ✨

Join us for an evening of great food, live entertainment, family fun, and community connection!

Enjoy a delicious lineup featuring:
🍖 Slow-smoked pulled pork and turkey sandwiches
🧀 Creamy mac & cheese
🌮 Tacos with your choice of three meat options
🍔 Cheeseburgers
🌭 Hot dogs and veggie dogs
🧀 Nachos w/jalapenos if you like it hot
🍦 An ice cream cart serving up sweet treats

Plus, enjoy:
🎶 Live music featuring a mix of classic favorites and today's hits
🎈 A balloon artist creating fun designs for kids and the young at heart
🎟️ Raffle prizes and giveaways
🎯 Yard games and family-friendly activities

Whether you're joining us for dinner, dessert, music, or simply to connect with friends and neighbors, there's something for everyone. RSVP below or simply show up and check in to receive your meal tickets.

📅 Friday, September 25
⏰ 5:00 PM - 8:00 PM
📍 Crosstown Financial Advisors, Sugar Grove

RSVP HERE:

Learn about upcoming financial seminars and financial events in Sugar Grove, IL, hosted by financial advisor: Crosstown Financial Advisors.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Crosstown Financial Advisors
Text Us: 331-259-8584
Sugar Grove, IL
Lisle, IL

09/03/2026

Your financial life deserves more than a one-size-fits-all solution.

At Crosstown Financial Advisors, our clients benefit from a comprehensive wealth management experience designed to address every aspect of their financial picture, including:

✔️ Investment Management
✔️ Retirement Planning
✔️ Tax-Efficient Strategies
✔️ Estate Planning Coordination
✔️ Insurance & Risk Management
✔️ Business Owner Planning
✔️ Education & Generational Wealth Planning

Whether you're preparing for retirement, growing a business, building wealth for your family, or teaching the next generation about investing, our team is here to help guide the way.

Experience the confidence that comes from having a dedicated financial team in your corner.

Crosstown Financial Advisors
Text Us: 331-259-8584
Sugar Grove, IL
Lisle, IL
crosstownfinancial.com

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Attachments

09/01/2026

🎉 Happy Birthday, Chris! 🎉

Today we're celebrating an incredible advisor, husband, father, coach, and business owner.

Whether he's helping clients plan for the future at Crosstown Financial Advisors or coaching athletes, Chris always knows how to hit it out of the park. ⚾

Help us wish him an all-star birthday filled with family, fun, and plenty of reasons to celebrate. Thanks for all you do!



Crosstown Financial Advisors

08/28/2026

At Crosstown Financial Advisors, we love bringing people together.

Join us on September 25 for an evening of food, fun, live music, and community connection. Whether you're a client, neighbor, friend, or community member, everyone is welcome!
NO COST OR OBLIGATION TO ATTEND

📍 Crosstown Financial Advisors Parking Lot, Sugar Grove
⏰ 5:00 PM - 8:00 PM
Click Here to RSVP: https://bit.ly/4ciFghX

Tag someone you'd like to bring! 👇

08/26/2026

🚨 Self-Employed?
You're great at running your business.
But are you giving the same attention to your retirement and tax strategy?

✅ SEP IRA
✅ Solo 401(k)
✅ Tax Planning Strategies
✅ Retirement Savings
✅ Income Protection

Don't leave your future to chance.

Many small business owners and 1099 professionals are leaving money on the table simply because they don't know their options.

If you own a business, freelance, consult, sell real estate, or receive 1099 income, let's make sure your hard work is working for you.

📍 Proudly serving Sugar Grove and the surrounding communities.


Crosstown Financial Advisors
Text Us: 331-259-8584
Sugar Grove, IL
Lisle, IL