The Rosamond Financial Group
The Rosamond Financial Groups is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition. The Rosamond Financial Group is built on a solid foundation of exceptional
The Rosamond Financial Groups is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition. The Rosamond Financial Group is built on a solid foundation of exceptional customer service and in-depth market knowledge. Simply put, we strive to be our client’s trusted advisor. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our Services There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Investments Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals. Insurance Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship. Retirement Planning Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Your Finances Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis. Asset Allocation Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. Charitable Giving Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Address: 600 Main Street, Marble Falls, Texas 78654, USA
Phone: +1 830 798 9400
FAX: +1 830 798 9408
