Focus On What Matters Most
We'll help you reach your financial goals so you can take care of the rest.
Mission Statement
We take the time to get to know you, your family, and all your most important priorities.
Our mission statement is to help our retail and institutional clients work to solve their financial needs. Washington Crossing Financial Group does this through building long-term relationships and being their trusted and knowledgeable advisor. Our goal is to be our clients’ primary source of financial advice. We aim to accomplish this through education, training, integrity, and outstanding client service.

Institutional Retirement Plan Services
Working together to manage our clients' Retirement Plans effectively.

Certified Financial Planner™
We meet CFP standards and are committed to serving our clients.

When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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