Ballew Wealth Management

At The Summit Group, our financial planning team will work with you through each stage of life to share with you our tools and financial advice. This process will place you on the path towards long-term financial success. We look forward to being able to guiding you in mapping-out your financial future.

Crosspointe Financial Group in Jackson, MS, is your trusted partner for comprehensive financial services and investment solutions. Our team of experienced financial planners and advisors specializes in crafting personalized strategies to help you achieve your financial goals. We offer a wide range of services, including retirement planning, life insurance, education strategies, and small business ownership guidance. Our experts excel in cash flow analysis, charitable giving and legacy planning, debt management, and financial education. We also provide valuable insights on social security strategies to maximize your benefits.

MMR is an Actuarial and Qualified Retirement Plan service provider handling thousands of plans' administrative needs since 1988. To better maintain our objectivity we do not sell insurance products nor do we invest plan assets for a fee. Our independence and objectivity allows us to customize a plan for your specific goals and needs. MMR provides Plan Administration, Record-Keeping and Consulting for all types and sizes of firms, from one person self-employed companies to large multiple employer organizations. Our team approach combines a personal touch with expert review and consultation, technology and support. Our two offices, Jackson, MS and Birmingham, AL allow us to provide more local representation to our clients. MMR works with multiple fund families and platforms, including but not limited to the following vendor relationships: