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 Call us today: (513) 232-6500     Message Us       
You can also visit our subsidiary at CRNA Financial

Our Process

OUR 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

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.




 

OUR ACCOLADES












The Rosselot Financial Group
7450 Jager Court Cincinnati, OH 45230 


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

      
Rosselot Financial



COPYRIGHT © 2018. 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.