What is important to you in retirement? Maximizing family time? Traveling? Playing more golf? Do you have a financial plan in place to help you achieve your retirement goals? If you're like many people who are at or near retirement, it's possible you do not yet have a comprehensive financial plan in place. This is where I can help.
I'm David Rosell-Wealth Manager and author of Failure Is NOT an Option.
At Rosell Wealth Management we specialize in helping successful people who are at or near retirement by creating a financial R.I.S.K Blueprint™ to help them navigate the second half of their journey down the financial mountain. My team and I have redefined the goal of what retirement planning is really all about and in doing so, have helped our clients live the lives they've always imagined.
The RISK Process™ is designed to assist an individual’s transition into retirement by focusing on the key risks encountered in the income distribution phase of their lives. Retirement income planning can be complex and overwhelming. Our time-tested approach simplifies the complexity of retirement planning and guides you through the process of building a personal Retirement Income Survival Kit™ to help you live the life you've always imagined in retirement.
Preserving and growing your wealth appropriately requires careful planning and quality implementation of prudent investment strategies. In 2008 we were finalists to manage the $500,000,000 Oregon College Plan. We'd like to share what we can do for you.
Leaving a financial legacy requires preparation and planning. If you do not have a legacy plan in place, it is likely the state you live in has one for you. Through a team approach, we can help you plan to ensure you leave a lasting legacy for those you love and the causes you believe in. We are committed to assisting our clients to achieve clarity and peace of mind for their financial future as well as for their loved ones.
We are an independent, locally owned advisory firm which means we do not represent any financial, investment or insurance company, however, we offer most of them. Our clients have the peace of mind knowing that we are offering only the options that are in their best interest--not Wall Street's.