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Crossroads Financial Group

"Give Our Team A Call Today!"

About Us

At Crossroads Financial Group, we’ve been proudly serving Mount Pleasant, Iowa, and the surrounding communities since 1995. What began as a small, trusted insurance agency has grown into a comprehensive financial services firm dedicated to helping individuals and families navigate life’s most important decisions.

We specialize in insurance solutions—including life, health, and annuities—but our commitment to our clients goes far beyond policies. Our experienced team offers retirement planning, funeral trusts, disability coverage, long-term care, and financial advising, all tailored to meet the unique needs of each person we serve.

What sets us apart is our belief in the power of in-person relationships. We know that financial decisions can be complex and deeply personal, which is why we prioritize face-to-face meetings to build trust, answer questions, and provide peace of mind.

At Crossroads Financial Group, we’re more than advisors—we’re partners in your journey. Whether you're planning for the future or protecting what matters most today, we’re here to guide you every step of the way.

Areas Served

Henry County, IA | Mount Pleasant, IA | Des Moines County, IA | Louisa County, IA

Our Professional Associations

Chamber of Commence

Our Certifications

Licensed in Missouri
Licensed in Iowa
Licensed in Illinois
Licensed Nationwide

What We Offer

Our Specialties include:

At Crossroads Financial Group, our specialties reflect our commitment to comprehensive and personalized financial care. We offer a wide range of insurance solutions, including life insurance, health insurance, and supplemental insurance, designed to protect what matters most. Our expertise also extends to retirement planning and annuities, helping clients build a secure future with confidence. Additionally, we provide support with drug coverage, ensuring access to essential medications through tailored plans that fit individual needs.

Our Services include:

Retirement Planning: We help you prepare for a secure and comfortable retirement with personalized strategies that align with your financial goals and lifestyle.
Funeral Trust: Protect your loved ones from unexpected costs by setting up a funeral trust that ensures your final expenses are covered with dignity and care.
Disability: Safeguard your income and financial stability with disability coverage designed to support you in the event of illness or injury.
Long-Term Care: Plan ahead for long-term care needs with coverage that helps manage the costs of assisted living, nursing homes, or in-home care.
Financial Advising: Our experienced advisors offer guidance on investments, savings, and overall financial wellness to help you make informed decisions.
In-Person Meetings: We believe in building strong relationships through face-to-face conversations, ensuring clarity, trust, and peace of mind.
Drug Coverage: Navigate prescription drug plans with confidence—our team helps you find coverage that fits your health needs and budget.
Supplemental Insurance: Enhance your existing coverage with supplemental insurance options that fill gaps and provide added protection for life’s uncertainties.

Our Brands include:

Assurity
National General Insurance
BCBS
National Guardian Life
American National Insurance
North American Insurance
Mutual Trust Life Insurance
Sagicor Life Insurance

Our Products include:

Life Insurance
Health Insurance
Supplemental Insurance
Annuities
Prescription Drug Plans

Contact Us

Crossroads Financial Group
220 W Monroe St Suite 101 Mount Pleasant, IA 52641
Phone: (319) 385-4749
Fax: (319) 385-9508
Email: cmcallister@cfg4u.com

Where To Find Us

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 4:00 PM
Tuesday: 9:00 AM - 4:00 PM
Wednesday: 9:00 AM - 4:00 PM
Thursday: 9:00 AM - 4:00 PM
Friday: By Appointment Only

FAQ

Do you provide financial advising?

Yes, we offer financial advising to help you make informed decisions about your future.

Do you offer in-person meetings?

Yes, we believe in the power of in-person meetings to build strong relationships and provide peace of mind.

What services do you provide?

Our comprehensive services include insurance, life insurance, health insurance, annuities, retirement planning, funeral trusts, disability, long-term care, financial advising, and more.