Jason R. Cross, CFP®, CTFA

Jason R. Cross, CFP®, CTFA

Wealth Adviser, Brightworth LLC

Jason Cross is a wealth adviser at McGill Advisors, a division of Brightworth. He works with high-net-worth families in investment management and estate planning and helps business owners develop financial plans to sell their businesses. Jason is a Certified Financial Planner™, Certified Trust and Financial Advisor and an active member of the Georgia Bar Association.

Phone: 404.760.9000 | E-mail: Jason.Cross@Brightworth.com | Website: www.brightworth.com

Medical Professionals: It’s Not Too Late to Save on Your Taxes
A dentist looks at a tablet in her office, with a dentist chair in the foreground.
tax planning

Medical Professionals: It’s Not Too Late to Save on Your Taxes

If your income rebounded in 2021, consider these four investment and tax-saving moves now. While most of these strategies apply to 2022 and beyond, on…
May 20, 2022
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
A man in a business suit chases a dollar sign floating above him.
retirement

Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?

Financial planners see this all the time: You've saved enough to retire comfortably. Yet you're worried about your money running out and want more. It…
March 5, 2022
You’ve Just Sold Your Business for Millions. Now What?
Man walking through a complicated maze.
small business

You’ve Just Sold Your Business for Millions. Now What?

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying…
October 21, 2021
You Have a Will – Is It Time for an Estate Plan?
retirement

You Have a Will – Is It Time for an Estate Plan?

An estate plan takes your will a step further to account for more than just your possessions. It provides clarity to your estate and can help head off…
June 21, 2018
5 Financial Tips for New Parents
retirement

5 Financial Tips for New Parents

In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
May 18, 2018
5 Last-Minute Tips for Tax Procrastinators
taxes

5 Last-Minute Tips for Tax Procrastinators

The clock is ticking for those still not done preparing their 2017 tax returns. To help beat it, keep these five timely tips in mind.
April 2, 2018