Great Lakes Benefits & Wealth Management

CrossPlan Money Management is an independent investment advisory firm founded in 1987 in Seminole, Florida, focusing on specialized active money management strategies tailored for individual investors. The firm prides itself on serving clients with customized financial solutions that include tax management, investment management, retirement strategies, and more. Led by experienced professionals, including founder Paul Palm and his son John, CrossPlan emphasizes client relationships and education in financial decision-making. With a commitment to integrity and a boutique experience, the firm has developed a reputation for excellence across the United States. Generated from the website

Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.

We offer the personal service you deserve and our technology-enhanced guidance provides the total transparency you should expect. We deliver a complete picture of your financial life, investments and most important information. The result is a true 360º WealthPlan that will change the way you understand, manage, and grow your net worth. More than Money.