Crossvine A Financial Planning Firm

07/16/2026

Looks like someone forgot to send out the memo... because some of the office showed up matching today! 😄

Totally unplanned, but we're loving this accidental team spirit. When you've got a great team, sometimes you're just on the same wavelength—even down to the wardrobe! 💚✨

07/16/2026

Creating a legacy as business owners is so much more than just passing down wealth to your children. Learn more ways to make an impact in this piece Northwestern Mutual produced with Uptown Magazine.

Your business story deserves a strong ending. With the right plan, you can protect your legacy, and put your money where it matters.

07/13/2026

Please join us in congratulating Nazary on her elevation to Client Service Advisor!

Over the past two years, Nazary has dedicated herself to the Advisor Apprentice Academy, consistently demonstrating hard work, commitment, and a passion for serving our clients.

Her growth, perseverance, and willingness to learn have made a lasting impact, and this achievement reflects the effort she's put in every step of the way.

We are incredibly proud of all she has accomplished and excited to see her continue to thrive in this new role.

Congratulations, Nazary—this elevation is well deserved, and we can't wait to see what the future holds for you at Crossvine!

07/11/2026

Happy Anniversary Whitney and Colby!

Wishing you both many more years filled with happiness, adventure, and all the little moments that make your love so special.

Cheers to 11 amazing years and a lifetime more together!

07/09/2026

Let’s chat about your charitable giving plan and how to make giving a tradition in your family.

Give as a family to maximize your charitable giving impact. These ideas and giving vehicles, like donor-advised funds, can help you inspire the next generation.

07/08/2026

Progress is happening every day at our new home! It is exciting to see the vision continue to come to life. Every beam, every panel, and every day brings us one step closer. We can't wait to welcome you in!

07/04/2026

Happy 250th Birthday, America! From parades to fireworks and backyard barbecues, Americans have always known how to celebrate 4th of July. However you choose to mark the day, we hope you have a safe and meaningful holiday.

07/03/2026

In observance of Independence Day, our office will be closed on Friday, July 3rd.

We will resume normal business hours on Monday, July 6th at 8:00 A.M.

We hope you have a safe and enjoyable holiday weekend!

07/01/2026

Your legacy is more than just leaving money behind. It’s about helping loved ones carry on what’s important to you—and making sure they’re protected.

06/25/2026

Looking sharp and celebrating big! ✨

Our team had the best time at the Network Awards in Fort Worth - grateful for the memories and even better company.