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Sean McCauley, CFP

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United States
Southlake, TX
Sean McCauley, CFP

He earned his Bachelor’s degree in Business from Stephen F. Austin State University and a Master’s degree in Accounting from the University of Dallas.

Founder & Financial Planner, Cross Timbers Financial Group Call (817) 766-7757, or email [email protected] to begin planning for your financial future today Sean is the founder of Cross Timbers Financial Group, where he provides comprehensive financial planning and investment management to help clients achieve their long-term goals with clarity and confidence. As a CFP® professional, Sean is dedicated to offering objective advice and tailored strategies designed to align with each client’s unique circumstances and values. Sean founded Cross Timbers Financial Group with the belief that sound financial guidance begins with understanding—taking the time to listen, educate, and empower clients to make well-informed decisions for their future. Sean and his wife, Lyndsey, have been married since May 2010 and have 2 daughters, Addison and Reagan. The family also includes 2 Australian shepherds, Bronco and Molly. Outside of work, Sean is actively involved at church and enjoys golfing, barbequing, and spending time with family and friends. He takes pride in his lawn, loves cheering on his daughters at dance and soccer, and family remains at the heart of everything he does.

10/15/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

10/05/2026

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s talk.
📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Schedule a complimentary consultation: https://calendly.com/crosstimbersfg

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/27/2026

Life insurance is often framed as something you only think about “just in case.”

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.

Have questions about how life insurance fits into your overall financial plan? Let’s talk. Schedule a complimentary planning conversation to see what makes sense for your situation: https://calendly.com/crosstimbersfg
Call/text: 817-766-7757
Visit our website: www.crosstimbersfg.com

09/21/2026

🏈 DON’T HAIL MARY YOUR RETIREMENT.

A Hail Mary might be exciting on the football field. It’s probably not the strategy you want for retirement.

“I think we’ll have enough.”
“I’ll figure it out when I get closer.”
“The market will take care of it.”

Those are hopes—not a game plan. A retirement plan should consider the whole field:

🏈 How much you’re saving
📈 How your money is invested
💰 Taxes
🏖️ When you want to retire
📋 Social Security & retirement income
🛡️ Insurance and other risks

You don't need to throw a Hail Mary when you can have a game plan.

At Cross Timbers Financial Group, we help individuals and families think through the pieces before they’re standing at the goal line.

Not sure if your retirement plan has all the right plays? Let’s talk.

📞 (817) 766-7757
🌐 www.crosstimbersfg.com
📅 Schedule a complimentary consultation: https://calendly.com/crosstimbersfg

09/14/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.

Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

09/07/2026

We dedicate our efforts to ourselves, our families, our passions, and our needs. Whether you're an employee, an entrepreneur, or retired, here's to making the most of this holiday!

Have a wonderful !

09/04/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

Click here to schedule a call: https://calendly.com/crosstimbersfg

08/31/2026

Back-to-school checklist: ✏️📓🎒

New supplies? Check.
New shoes? Check.
Money lessons? Don't forget those. 💰

Research shows that money attitudes and understanding begin developing in early childhood—and parents play a big role.

Saving, spending, budgeting, and making smart choices can all be taught through everyday moments.

Because some of the most important lessons aren't taught in the classroom.

Want help building good financial habits for your family? Let’s start with a conversation. Schedule a complimentary consultation today: https://calendly.com/crosstimbersfg

08/24/2026

Your retirement shouldn't be a Hail Mary. 🏈

You don't want to get to retirement and hope everything works out.

A strong retirement plan looks a little more like a game plan:
🏈 Know your numbers
🏈 Know where your income will come from
🏈 Plan for taxes
🏈 Account for healthcare and unexpected expenses
🏈 Adjust when life changes

Because when it comes to retirement, hope isn't a strategy.

At Cross Timbers Financial Group, we help you put the pieces together so your retirement strategy is built around your goals—not a guess about what the future might hold.

Ready to start the conversation?
📞 (817) 766-7757
🌐 www.crosstimbersfg.com
Click here to schedule a complimentary consultation: https://calendly.com/crosstimbersfg

Address

550 Reserve Street, Suite 190
Southlake, TX
76092

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.crosstimbersfg.com/, https://calendly.com/crosstimbersfg

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