2222 Chestnut Ave.,
Your financial well-being is not just about any single factor—it’s about looking at your entire financial situation. Through comprehensive wealth management we build strategies that help you accrue wealth, preserve it and even plan for the uncertainties of life. From investment planning and education planning to retirement and special situations, we help you make decisions for today and tomorrow. We take the time to understand you and your goals, so each step of the plan is custom to you and your family.
By leveraging tax and financial advisory experience, Rounsfull Financial Group will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens. Wealth Management Client Questionnaire
WM Pre Meeting Questionnaire
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Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Rounsfull Financial Group will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to help make sure your income is sustained during the time when you reward yourself for years of hard work.
Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may need to change. Rounsfull Financial Group will continually determine your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.
Considering that education costs increase significantly each year, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.
Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.
We have a wealth of experience in the financial services industry.