Ben Nanney, CFP®, CPA Crossroads Financial Consulting

About Ben Nanney, CFP®, CPA

Are you self-employed and ready to take control of your money? Does the unknown at tax time have you losing sleep? Do you feel the need to be doing more with your resources, but are frustrated with where to even begin? My goal is to help get your money on track so you can focus on everything else in your busy life. I offer tax services and financial planning (investment management, budgeting, insurance review, etc.), so you don’t need a separate “tax guy” and “investment gal”—you can save time and hassle by having one go-to for both! If you’re interested in learning more, please visit my site and reach out to chat.

Starting Crossroads Financial Consulting has been a decade long dream. Before starting the firm, I gained experience working with both accounting and financial planning practices in the Southeast. Along the way, my wife and I worked hard to get our personal finances in order, so I’ve tried to live by the advice I give. I decided to focus on working with the self-employed because I’ve been surrounded by self-employment much of my life. My Dad has been self-employed most of his career, my wife had a successful wedding cake business, and I’ve had a few self-employment gigs over the years (including this firm!).

On a more general note, I believe that time does fly, life is bigger than us, and barbecue smokers make almost any food taste better. I’ve been married to Jessica since 2006, and together we tag-team the parenting of our feisty daughter, Charlotte. I like to camp, eat at Chic-fil-A on busy weeknights, hit the gym (to work off the Chic-fil-A waffle fries), listen to audio books, and hang around friends and family.

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Self-Employed Individuals
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $125+/Month
  • Flat Fee: $500/Project
  • AUM: 1%

SEC Records:

States Registered

  • Kentucky

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