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You can also visit our subsidiary at CRNA Financial

RFG Process

RFG PROCESS

 

Following fiduciary standards/prudent practices The Rosselot Financial Group follows a process in putting together a financial plan and working with our clients.


ORGANIZE FORMALIZE IMPLEMENT MONITOR





Details to our financial planning process:


Organize

Organize

We will provide via email the Initial Meeting Checklist and the required disclosures including the Customer Relationship Summary (Form CRS), ADV and how all our partners work together.  Once all necessary documents are gathered please schedule a meeting with advisor. Upon review, a fee arrangement will be discussed and agreed upon prior to the formalization of a plan.
Formalizing your financial plan

Formalize

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 specific situation, including but not limited to your objectives, time horizon, risk tolerance and tax status.
Implement your financial plan

Implement

After a review of your current financial situation and the proposed plan we provide the required paperwork (including investment policy statements, Regulation Best Interest (Reg BI) and guide our clients through the implementation process. You will be introduced to your service team who will guide you through the process and what to expect (preview of What to Expect).
Rosselot Financial will monitor your financial progress

Monitor

Through continued due diligence review, economic updates and our ProActive client review process we will communicate on recommended changes, investment performance and plan projections.




 

OUR ACCOLADES

Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
AIF
2020 Five Star Wealth Manager - Nate Kosman & Ryan Antepenko

2020 Five Star Wealth Manger - James Stewart 
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3


The Rosselot Financial Group 7426 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7426 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 © 2020. 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.