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You can also visit our subsidiary at CRNA Financial

Life View

INTRODUCING LIFE VIEW

 
   
   
               Click here to access Life View              
     
Life View is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, Life View can make your life easier and also allow for RFG to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.

In summary, Life View offers:

  • Account Aggregation - A single online portal to all of your financial information including your mortgage, retirement accounts, credit cards and rewards programs in addition to your accounts managed by RFG.
  • The Vault - A private and secure place to store your important financial documents including tax returns, legal documents, copies of passports and driver’s licenses and treasured photos, videos or sound files.
  • A continually updated financial plan - When the value of your assets change, the information is updated automatically keeping your plan up-to-date and enabling your advisor to provide proactive advice and timely feedback
  • Making your life easier! - Our staff is ready to set up your personal website, establish account connections and upload your documents. Life view provides organization with a single sign on to all of your personal financial information.

Get started today!

Contact our staff to schedule your set up meeting online or at our office.


 

OUR ACCOLADES

Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
AIF
Five Star Wealth Manager
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3


The Rosselot Financial Group 7450 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7450 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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Rosselot Financial Group



COPYRIGHT © 2019. THE ROSSELOT FINANCIAL GROUP. ALL RIGHTS RESERVED.


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.