Individuals & Families
Comprehensive Wealth Management
Our comprehensive strategy at Rosemont Financial Group was founded on the principal of unwavering client focus in an open architecture environment, that easily delivers comprehensive strategies with reduced conflict.
Investment Recommendations are aligned with your specific objectives, timeframe, and risk tolerance. We exercise care, skill, diligence, and objectivity in evaluating, recommending, and reviewing investment options. Resulting in an appropriately diversified portfolio among a range of securities, mutual funds, or asset classes to mitigate risk and volatility.
Striving for the optimal balance of risk and return the advisors at Rosemont will develop and implement a long-term retirement strategy designed to realize consistent and predictable income for life.
Risk management is an essential part of financial planning process. Therefore we feel it is imperative to assess your risk factors, including a review of your life insurance, disability, long-term care, and liability insurance for adequacy, cost, and tax sensitivity.
Conduct a detailed analysis of your current estate plan and offer detailed recommendations that give you greater control and flexibility over who benefits from your financial legacy.