Feel free to contact us anytime at (513) 232-6500 or email info@RosselotFinancial.com You can also visit our subsidiary at CRNA Financial

Our Financial Services

The Rosselot Financial Group is a well-respected member of the Cincinnati, Ohio tri-state business community. With decades of combined experience in the financial services industry, our organization has an experienced perspective combining tried fundamentals with new age vision.  In addition, our staff strives to provide service that exceed expectations.

Our mission is to facilitate the creation and maintenance of financial independence for our clients while providing service that exceeds their expectations.

Plan for Life

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Our financial advisors and financial planners provide and specialize in the following financial services

Financial Planning

Financial Planning

Take inventory of where you are now, where you want to be and what it may take to get there.  Financial planning is more than numbers.  It is more than asset allocation or debt analysis.  Financial planning is personal.  Set an appointment to create your personal financial plan.
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Insurance

Insurance

Eliminate the financial impact of “what ifs”. What if you get sick or hurt and cannot work? What happens to your family if you die prematurely? What if you require long term nursing care? While insurance cannot lessen the emotional impact of hard times it can save your family from financial catastrophe.
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Goals Based Investment Advice

Goals Based Investment Advice

You have a vision. You know what you want. Our objective is to calculate a target rate of return and to build a portfolio that can get you there as safely as possible.
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Education Funding

Education Funding

You’d like to give your children the best opportunity to succeed in life, but navigating the maze of education funding options can be intimidating. We can help.
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Retirement Account Management

Retirement Account Management

Do you participate in a retirement plan through work? For many this is their biggest asset. Unfortunately most get little to no advice on their 401k or 403b. Studies have shown that those who get help fare better than those who go it alone.* We have solutions to advise you on assets in your company’s retirement plan regardless of where the assets are held. * Source: AON Hewitt & Financial Engines, Helping in Defined Contribution Plans: 2006-2010 AON Hewitt, The Real Deal 2012: Retirement Income Adequacy at Large Companies
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Company Sponsored Retirement Plans

Company Sponsored Retirement Plans

Our advisors can help build, implement and monitor a retirement program for your company.
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Life View

Life View

Do you know where everything is?  You should.  Watch this video to learn more.
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Career Opportunities

Career Opportunities

Are you an advisor looking to make a broker dealer change? Click here.
Are you interested in a career with The Rosselot Financial Group? Click here.

We follow fiduciary standards/prudent practices and a set process when putting together your financial plan.

MORE ON OUR PROCESS   START PLANNING FOR LIFE