Wayzata, MN CFA / Crosscheck Financial Services

Welcome to Our Website

In a nutshell, our immediate goal is to help you save money on your taxes. We serve individuals and small business owners. We provide important services for those approaching or already in retirement. We bring to bear over 40 years of experience. Our Fees are reasonable and you will get timely, friendly service. Give us a call. Let us go to work for you.

Services

Our services include tax preperation for individuals and small businesses. We also have an important focus on retirement planning which includes health care planning. We offer assistance to Seniors (65+) in evaluating health coverage alternatives.

We have strong investment management expertice having been an advisor for 30 years. We are focusing primarily on alternatives that do not face the significant swings seen in the stock market. Yes, they do exist. Call us for your free consultation.

Our Firm

Our firm's reputation has been built on providing quality services at a reasonable price.

Free Reports and Newsletters

This site has many features designed to provide education in most financial areas. This includes Q & A for many topics. Take a moment to run through the tabs on the left. Check out the Financial Guides which are full of free reports. The Tax Center has many useful links. Read our Newsletters for recent tax law changes and many timely items of interest. This website is very rich, covering virtually all areas of finance. Click the menu areas on the left and see for yourself.

Tools and Resources

Click on the Calculators for great time saving tools. Look in Resources and Internet Links to get interesting, quick answers to most of your financial questions. We have put some of our most popular items in the "Popular Links" tab above on the left. Read the New York Times. Check the Weather.