Our Process: Rosselot Financial Cincinnati Investment Advisor
Typically, our Cincinnati clients will schedule an initial consultation with our Financial Advisor. Here is a list of items that are helpful to have at that meeting: Initial Meeting Checklist. Some clients will elect to complete our investor profile questionnaire prior to that meeting. Once we have gathered all of your information, your Investment Advisor will then use a financial planning system called MoneyGuidePro to put together a full financial plan. Part of that plan is a portfolio review and recommendations.
A Financial Advisor will use your risk tolerance quiz along with your other financial data to create a suitable asset allocation. This asset allocation helps us to create a proposed portfolio as well as a benchmark to compare your existing portfolio.
In today's volatile economic environment we often use Third Party Asset Managers (TPAM's) or Seperately Managed Accounts (SMA's) to manage your investments in addition to traditional mutual funds. Our Investment Advisor will perform extensive due dilligence to help us identify managers who can help you to achieve your goals. We utilize their methodology, yet customize a program to fit your needs and employ your risk tolerance.
Many of our clients in Cincinnati are concerned with lifetime income as opposed to building wealth. We also implement programs with riders offering protection that guarantees a lifetime monthly income.
Finally, we encourage our clients to review their estate planning including wills, trusts, and life insurance policies. For our Cincinnati business owner clients this would include a review of their legal documents and discussing exit strategies.
By being sensitive to our client relationships, both our Cincinnati clients and our organization succeed in an evolving financial world. So if you located in Anderson Township, Hyde Park, Loveland, Indian Hill or any of the surrounding areas and are looking for a quality Investment Advisor, you have come to the right place.
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