| |
| 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
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.
|
|
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 objectives, time horizon, risk tolerance and tax status.
|
|
Implement
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.
|
|
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.
|
|
|
| |