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
You’ve Just Sold Your Business for Millions. Now What?
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
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
retirement
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
In our experience, many have saved enough money to retire comfortably. Yet too many worry about their money running out and want more. Maybe it’s tim…
May 6, 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