Meet Rudy Crosswell


Picture: Rudy Crosswell
Rudy Crosswell
Senior Planning Consultant

Rudy Crosswell is a Senior Planning Consultant for RJP Estate Planning. His career in financial services began with a Wall Street mutual fund company, following eight years in the US Air Force and ten years with the Southern Pacific Transportation Company. Just one year after his first exposure to the business, Mr. Crosswell was named one of the top 100 producers nationwide. He was quickly hired for a management position by another firm and given his own office here in Phoenix, Arizona.

Thirty years later, Mr. Crosswell makes use of his decades of experience with mutual funds, life insurance, and annuity products to put together common-sense solutions to his clients’ unique estate planning goals. A firm believer in a traditional, client-centered approach, Mr. Crosswell is always willing to go the extra mile to make sure his clients get a detailed, custom strategy that fits their personal financial picture—and leave his office with a clear, confident understanding of what that strategy entails.

Thanks to his excellent customer service and personal dedication to his clients, Mr. Crosswell is consistently awarded as one the most valuable agent representatives for a number of national and global life insurance and annuity corporations year after year.

Professional

Rudy has earned the following licenses:

  • Life Insurance Agent
  • Health Insurance Agent
  • Annuity Agent

Personal

Originally from the New Jersey/New York City area, Mr. Crosswell has been a Phoenix resident since 1973. When he is not spending time with clients at RJP, he is following his lifelong passion for traditional martial arts, dedicating himself to mentoring students at his Phoenix-area dojo or traveling around the world giving seminars.

The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns. RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.

Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.

Follow

Share

Media

media

As Heard On

News Talk 550KFYI Listen Live!

About Us


More Videos!

What people are saying

testimonials
  • Great experience

    "We just want to thank you for all you have done to make our experience so pleasant. Our questions, changes and numerous appointments you have always been such a help. We truly appreciate helping us get through all of it. Thanks again!"
    - Steven and Harriet K.

  • Peace of mind

    "We are so pleased to have come to work with you and your company. You’ve made this such a great experience with something that we have put off for so long. Thank you for being you. The world is a better place because of people like you. We were blessed in meeting you!"
    - Ken and Rose C.

  • Easy process

    "Thank you to the staff at RJP Estate Planning, you could not have made it any easier."
    - Ingrid P.

Contact Us

How Can We Help You Today?

contact
security code

Facts

facts