Crosstown Financial Advisors

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

08/24/2026

💡 Will taxes impact your retirement more than you think?

One of the biggest surprises we hear from people nearing retirement is how much taxes can affect the income they actually get to keep.

Many spend years focused on growing their retirement accounts but never take the time to understand what future withdrawals could mean from a tax perspective.

Have you ever taken a look at how taxes may impact your retirement income?

A simple review today could help you make more informed decisions tomorrow.


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

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

08/21/2026

💙 Happy National Senior Citizens Day!

Today we celebrate the wisdom, resilience, and experiences of the generations who have helped shape our families and communities. Thank you for the lessons, laughter, and legacies you continue to share.



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

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/18/2026

💕 Happy National Couples Day! 💕

In a world that moves so fast, it's important to make time for the one you love. Between busy schedules, work, and life's daily demands, it's okay to slow down, be present, and enjoy the simple moments together. ❤️

Looking for ways to celebrate without breaking the bank?

🌅 Take a sunset walk
🧺 Pack a picnic at a local park
🎲 Have a game night at home
☕ Grab coffee and enjoy a conversation
🚴 Explore a new trail together
🎬 Watch your favorite movie at home
🍳 Cook a meal together
📸 Recreate an old photo or favorite date
🎶 Build a playlist of your favorite songs
⭐ Spend an evening stargazing

The best memories often come from the simplest moments. ❤️

08/14/2026

💰 Happy National Financial Awareness Day!

Today is all about making a little more cents of your finances. 😉 Whether you're saving, investing, or planning for the future, small steps today can lead to big results tomorrow.



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

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.