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 Advising Process
Following fiduciary standards/prudent practices The Rosselot Financial Group follows a process in putting together a financial plan and working with our clients.
Details to our financial planning process:
We will provide login instructions to your personal, secure Life View Wealth portal and upload client questionnaire. At that time you can upload account documents and the completed questionnaire into the vault for our review prior to our initial meeting. Alternatively clients can mail, fax or drop off this information. Upon review, a fee arrangement will be discussed and agreed upon prior to the formalization of a plan.
Our advisors will put together a comprehensive financial plan. This plan will come complete with goal review, funding recommendations, portfolio analysis, insurance needs analysis and investment selection. This plan will be reviewed periodically to ascertain where you are in relation to your goals. In today’s volatile economic environment we use a variety of investment vehicles including Third Party Asset Managers (TPAM’s) or Separately Managed Accounts (SMA’s), exchange traded funds, mutual funds, variable annuities and non-traded alternatives. Our advisors perform extensive due diligence to help us identify managers who can help you to achieve your goals. We customize a strategy based upon your objectives, time horizon, risk tolerance and tax status.
After a review of your current financial situation and the proposed plan we provide the required paperwork (including investment policy statements, our ADV) and guide our clients through the implementation process.
Through continued due diligence review, economic updates and our proactive client review process we will communicate on recommended changes, investment performance and plan projections.
Plan for Life
Let us help you get started.
By being sensitive to our client relationships, both our clients and our organization succeed in an evolving financial world.
INVEST Financial Corporation, Member FINRA/SIPCand its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with The Rosselot Financial Group. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
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The Rosselot Financial Group 7450 Jager Court Cincinnati, OH 45230