We believe true planning coordinates all aspects of insurance, investment,
tax, benefit and estate planning for financial efficiency.

Insurance

Your insurance protection is an extension of your financial plan and your front line defender for all your assets, income and earning potential.
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Income Planning

How can you position your assets to provide lifetime income? How can you efficiently pass assets onto our heirs to create generational wealth for your family?
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How much does an investment plan cost?

Crosby Advisory Group, LLC charges a flat fee for managed investment accounts but does not charge a separate fee for the construction
of your financial plan.  We believe trust is earned, therefore we do not charge an upfront fee for plan construction.

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Latest Blog Post

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A Kid Again

Crosby Advisory Group is excited to announce that we have teamed up with Ohio based charity A Kid Again. Their goal is to restore a sense of normalcy to families of children with life threatening illnesses. We will make a donation to A Kid Again for each new client.

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