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The Millennial’s Guide to Retirement Planning
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Crossroad Capital Partners
Padric H.B. Scott
Founder and CEO|MSFP, CFP®, AEP®, CAP®, WMCP®
Your Future is Now
Crossroad Capital Partners consists of a partnered network of highly credentialed wealth planners who bring over 75 years of experience to the market, whose engagements are coordinated by CEO, Padric H.B. Scott, and his phenomenal associates. The Crossroad Capital team assists thriving professionals and families in both thinking through and translating their own personal wishes into actionable planning steps with investment, insurance, and tax-efficient strategies, in order to navigate the many unknown transitions of life to ultimately arrive at their desired destinations.
They offer their clients a more expansive way of thinking about their wealth. Where others start with selling the possibilities of “the best” financial tools, Crossroad Capital begins with discovery to assist individuals and businesses in establishing their own blueprint for their financial future, and then brings that blueprint to life with the appropriate tools and tactics. The blueprint will also serve as a filter against any misaligned strategies either currently in place or those to be considered.
Crossroad Capital is supported by Northwestern Mutual – a FORTUNE 100 company that has been in business since 1857. Operationally, Crossroad Capital is backed by Northwestern Mutual’s investment research, compliance, marketing departments, and associated support staffs, allowing Crossroad Capital to provide planning and implementation solutions for their clients.
Surgeon of Finance
Have your finances been properly "diagnosed"? Our Founder and CEO is called a “Financial Surgeon” by our clients — and uses his massive skillset to help people feel empowered to achieve their goals.
News and Announcements
NAIFA Advisor Today's Magazine as 4 Under 40
Awarded by National Association of Insurance & Financial Advisors (NAIFA), Florida. NAIFA-Florida's 4 Under 40 award recognizes professionals 40 years of age or younger in the insurance and financial services field. The award is based on sales results, years in business and community involvement. Recipients were nominated by their peers. Final recipients were chosen by a panel of NAIFA-Florida Board of Directors members. Advisors must be a NAIFA member and pay an application fee. Rankings and recognitions are no guarantee of future investment success.
FORUM
We are proud to share with you that we have achieved a prestigious status at Northwestern Mutual as Forum qualifiers. This achievement is awarded to advisors who have demonstrated an ability to promote the value and importance of life insurance to individuals, families, businesses, and communities across America. We take great pride in what we do, helping our friends and clients, improving the state of financial security and independence across our country, and being recognized among our peers as influencers in the industry!
NextGen Financial Services Professional Award
Our firm is proud to celebrate our President and CEO, Padric Scott, with being Nationally recognized regardless of firm affiliation as a Top 5 Under 40 recipient of The American College of Finance’s esteemed NextGen Financial Services Professional award. This award serves as a testament to his vision of leading our firm as “The premier trusted experience in Financial Security.”
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4