Find the Certified Financial Planner™
Who's right for you.

Kirk W. Francis, CFP®, AIF®

Cross Financial Services

14607 San Pedro Ave
Ste 190
San Antonio, TX 78232
Phone: (210) 821-6499 x208
Fax: (210) 805-9345

Household Income Minimum: $60,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Employee Benefits
  • Life Planning
  • Retirement
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: All Financial Planning is Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.