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Your Financial Plan

Financial Planning

We design all components of your financial plan to meet your financial and life goals. We test and monitor your plan, and adjust along the way, so you can have a level of predictability when it comes to your financial future.

Services Provided:
  • Reviewing and prioritizing your goals and objectives.
  • Developing a summary of your current financial situation.
  • Developing a set of action steps to work towards your goals, and a plan for following through with them.
  • Reviewing your current investments, and recommending a strategy that is consistent with your goals and objectives.
  • Identifying strategies to minimize taxes over your lifetime and for your heirs.
  • Identifying risks to your financial life, and recommending options to minimize or mitigate those risks.
  • Guidance on making your giving more efficient and impactful to the individuals or organizations that you are passionate about.
  • Developing a plan to provide for your loved ones, carry out your wishes, and minimize taxes in the event of your death.
  • Referral to other professionals, as required, to assist with implementation of the action plan.
  • Ongoing accountability and progress monitoring so that you know where you stand.

Investment Management

Whether you have many years ahead and are focused on growing your assets, or you are looking for predictable income from your portfolio, our focus is on positioning your assets in a way that helps support your overall financial health, which helps you fulfill your unique purpose in life.

Your Financial Plan

Roseman Wealth Advisors… blah blah comprehensive wealth management services that  

Financial Planning

We design all components of your financial plan to meet your financial and life goals. We test and monitor your plan, and adjust along the way, so you can have a level of predictability when it comes to your financial future.

Investments

Whether you have many years ahead and are focused on growing your assets, or you are looking for predictable income from your portfolio, our focus is on positioning your assets in a way that helps support your overall financial health, which helps you fulfill your unique purpose in life.

Risk Management

We help you prepare for the unexpected so that through the ups and downs of life, you have an intentional plan to keep making progress towards your ultimate goal.

Charitable Planning

We help you bring more structure and efficiency to your giving so that you can continue to make an impact during and after your life.

Tax Planning

Taxes are one of the largest expenses you will pay over your lifetime. We do proactive planning to minimize your taxes by structuring investments and transactions properly, before the taxes are ever due.

Estate Planning

We help to ease the stress of these financial and legal issues for you and your family members in a smooth and tax efficient manner.

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