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   Efficient Financial Design

   

Wealth Building Strategies that Encompass Debt, Taxes, Risk Management, Investments/Retirement Planning, Financial Planning, and Problem Solving.



Business Owners

We help business owners of all kinds manage the financial aspects of their company so they can focus more on growing their brand and expanding their line of products and services by focusing on wealth accumulation, risk management and/or tax optimization.




Professionals

Medical, legal, technological, agricultural, oil and gas, etc... We offer professionals from a wide range of industries the tools and knowledge they need to help maximize their accumulated wealth, build their net worth and establish a solid foundation for future income.  Strategies designed to minimize tax risk by utilizing tax favored positioning of assets.




Financial Advisory Services

Builds custom designed plans for high end or more complex client needs. This approach helps to address business concerns such as succession plans, risk management, corporate structure, tax favored retirement planning, custom problem-solving solutions, etc...  

Meet the Team at

Strategic Wealth Concepts, LLC

Strategic Wealth Concepts, LLC was cultivated from T.L. Cross Brokerage, LLC when Tony Cross, expanded his financial practices to provide clients with a wide range of products and services with a focus on comprehensive financial planning.

Tony Cross offers business owners, professionals and financial executives in multiple states and the U.S. Territory of Puerto Rico, comprehensive financial advice and guidance that brings the same quality of service their firms were built upon.

Anthony (Tony) L. Cross, CLU®, ChFC® Photo Anthony (Tony) L. Cross, CLU®, ChFC® Hover Photo

Anthony (Tony) L. Cross, CLU®, ChFC®

FOUNDER & CEO
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Anthony L. Cross, CLU®, ChFC®

founder & CEO

across@financialguide.com



EXPERIENCE

Tony Cross is a the Founder and Owner of Strategic Wealth Concepts, LLC.  Tony's experience in the financial services industry started in 1985 and has continued for almost 40 years.  He is an Oklahoma Licensed Insurance Broker since 1985.  Financial Designations:  American College of Bryn Mawr, PA, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Tony is experienced and Securities Registered, with a Series 6,7, & 63 license. He is a Registered Representative for MML Investors Services, LLC.  

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.   Member SIPC. Supervisory address:  6263 N. Scottsdale Road #140, Scottsdale, AZ  85250 480-538-2900.

Strategic Wealth Concepts, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Tony specializes in building comprehensive plans for small business owners and career professionals with focus on tax advantages to build wealth building strategies. These management strategies could include real estate ventures, acquisitions, tax favored retirement planning, debt restructuring, retirement income and investment portfolio design, and comprehensive estate planning.  

Estate planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.  Consult them for specific advice on legal and tax matters.

Business Accomplishments include the following:

Ohio National

  • Appointed since 1997 
  • Served as Chairman of the Field Advisory Board 2018 
  • 6-year Member on the Field Advisory Board (FAB) 
  • Presidents Inner Circle (7 times)      
  • Executive Council (10 times)             
  • Council of Honor (11 times)      
  • George B Pearson Gold Sales Leadership Award (3 times)           
  • George B Person Silver Sales Leadership Award (7 times)               
  • ON Concierge Elite (6 times)     
  • Member of the Wall of Fame (18 times)           
  • Ranked as Leading Agency - Top 20 (4 times)             
  • Ranked as Leading Agency - Top 25 (6 times)         
  • Ranked as Leading Agency - Top 40 (11 times)                     
  • Century Club Member (2 times)                                                                             
  • ONESCO Institute qualifier
  • Producing General Agent Committee Chairman 

MassMutual

  • Appointed Since 2021
  • Ranked as Leading Agency 2023

Million Dollar Round Table Qualifying and Life Member with Over 30 Years of Membership .

Member of "Circle of Wealth" Moneytrax System Since 2002. Alumni Since 2008.

In addition to business success, in Tony's free time he is actively involved with his church.  He has taught over 6 years in various ministries and served in the music ministry for 32 years.  Tony also served on the Board of Directors for Oklahoma Jail and Prison Ministries for 10 years.

Recently, Tony wrote a book called, Is God Angry?  A Perspective Through Moses.   Tony has a passion for using his experiences in life to share it with others. He is in the process of writing more books.

Tony has additional business ventures with his newest exciting launch of a true Swedish cope log cabin overlooking the lake in Broken Bow, OK.  You can find the listing on Airbnb.

Some of his favorite hobbies include scuba diving, hiking, skiing, and traveling.  Tony loves to spend time with his family and has 2 sons. The highlight of his life are his 4 grandchildren.


Kim Linville Photo Kim Linville Hover Photo

Kim Linville

Office Manager and Administrator
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Kim Linville

Office Manager and Administrator


Kim (Kimberly) Linville is Tony's right hand.  In addition, she also is the Office Manager in daily case management of each client and insuring a smooth office flow.  Her primary focus is managing the office, a Compliance Officer for the Securities side of the business, managing payroll, the companies' bookkeeping, and oversight of daily operations.  She manages and builds all of Tony's websites and marketing.  Kim has worked with Tony for years behind the scenes as a consultant before coming on full time with Strategic Wealth Concepts.

Kim has another role working for Tony, she is the Property Manager for TMC Capital, LLC which Tony owns as well. The latest project is an exciting new business venture of an Airbnb in Broken Bow, OK.  She takes care of it to ensure bookings are established and the clients are happy.

Kim went to Pasadena City College then switched to Azusa Pacific University in California where she studied Business and then Liberal Studies.  She owned a children's consignment store in Idaho for many years.  She then planted roots in Oklahoma and owned an online store before Kim's life made an unexpected turn and she managed a Starbucks for 4 years. She left Starbucks and began her journey helping Tony at Strategic Wealth Concepts.

In her free time, she enjoys photography, scuba diving, traveling with Tony and spending time with her family.  Kim has a daughter in the Navy and a son that just graduated.

Trinitee Garcia Photo Trinitee Garcia Hover Photo

Trinitee Garcia

Office Assistant
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Trinitee Garcia

office assistant 


Trinitee is our go to Assistant for Strategic Wealth Concepts!

Trinitee helps with customer interactions, from answering phones, welcoming the clients and assisting in daily operations.  Trinitee oversees underwriting and development of new business production and makes sure needs our met for our long-term established clients.    She is our amazing customer support specialist!

Native born in Oklahoma; Trinitee began working at Strategic Wealth Concepts in July of 2022.  Outside of work, she enjoys her cats and will do anything for them!

What We Offer

When you work with us, you will receive education on various subjects such as, tax strategies, risk management, investments, etc. in order to help construct a financial plan designed with your specific needs.  We assist in recapturing lost cash flow through evaluating your goals and objectives and redirect your money towards teaching tax saving strategies to enhance your wealth building.

Our financial planning services include:




Business Planning

We will work with you and an appropriate professional third-parties, i.e.: attorney or CPA to efficiently determine your corporate structure. (C Corp, S Corp, LLC, Partnership, etc.). In addition to debt analysis, recommending coverages and investment opportunities, we will help you take the next steps towards financial efficiency.





Tax Strategies

Avoid common tax pitfalls with time-tested strategies that will help maximize any savings and minimize unnecessary payments, so you hold on to more of your money.

*Any discussions of taxes are for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.




Financial Planning

From wealth management to financial planning, we will help you secure and protect your wealth, so you live comfortably and within your financial means.




Meetings involving education over general financial topics and business structuring (C Corporations, S Corporations, LLC, etc.) are complimentary.

Fees are determined based on the complexity of your individual financial situation.


Questions?


Contact Us Today

Licenses &

Designations

Licenses

Tony Cross CLU® and ChFC® is licensed to sell Life Insurance in Oklahoma, Texas, Arkansas Insurance License #101844, Missouri, Florida, Montana, Kansas, Colorado and Arizona.  

He is also licensed to sell Securities in Oklahoma, Texas, Colorado, Montana, Arizona and Puerto Rico.          

What is a ChFC®

Chartered Financial Consultant

The American College of Financial Services instituted training to supersede certified financial planners to enhance their financial planning skills as a professional wealth manager.  They have comprehensive knowledge by undergoing rigorous training covering estate planning, investment planning and retirement planning.  The ethical standards follow strict guidelines to adhere to a code of ethics that ensures clients see trust and integrity.  

ChFCs work with financial planning, insurance and/or investment firms.  ChFCs connect with third-party professionals such as attorneys, accountants, CPAs and estate planners all aligned for the client's individual customized plan.

What is CLU®

Chartered Life Underwriter

The American College of Financial Services instituted a program designed to educate financial professionals with accreditation with goal-based planning, business continuity, employee benefits and estate planning.  




Work With Us

Whether you’re a spender or a saver, we will help you optimize your financial habits, so you grow and preserve your wealth consistently year over year.