Rosholt Financial Advisors
Where do you see yourself in five, ten, or fifteen years? What if instead of worrying about your finances, you could focus on what you love? At Rosholt Financial Advisors, you are at the core of what we do. Your needs, wants, and objectives come before anything else, and our goal is for you to feel confident that you are in control of your financial life.
Financial Planning Philosophy One of our favorite TED Talks is one by Rachel Botsman, We’ve Stopped Trusting Institutions and Started Trusting Strangers. In it, she talks about the “Trust Stack,” which is the levels any customer or client goes through before they trust a professional. At our firm, we hope to guide our clients up our “Trust Stack” and take a trust leap in working with a financial advisor. While we could list the services we offer in alphabetical order (bonds, ETFs, stocks, the list goes on), we think it’s much more powerful to convey how we help our clients succeed. Anyone with a few certifications and an understanding of the market can offer investment advice. We believe that it’s the long-term, trusted relationships that we foster that are harder to come by. You’ve heard it a million times: planning for your future is important and you need to get started now. But when was the last time a financial professional took the time to understand your dreams and what financial planning means to you and your loved ones? We will work as a team to pursue your goals. It’s never about our advisors, product sales, or bottom lines. It’s about the financial planning process we take with you to ensure you live a life meant for living. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
Address: 701 Fourth Avenue South, Suite 1500 Minneapolis, MN 55415 USA
Phone: +1 612 347 8620/00
FAX: +1 612 313 7541
