FAQs

Why is it imperative to have a financial plan for retirement?

We find that most successful retirees know exactly how much money they have accumulated in their 401(k)s and IRAs, but they don’t know what that money can or cannot do for them in the next 30+ years of retirement. This is where we come in. Our core competency involves creating a financial RISK Blueprint™ that maps out exactly how they can realize their financial goals during their retirement years.

What is the advantage of working with an independent firm?

Rosell Wealth Management is an independent firm. This means our only fiduciary responsibility is to YOU. We do not represent any financial, investment or insurance company, however we offer many of them. In our opinion, the advantage of being an independent firm is our ability to provide significantly more options to our clients, and our clients have peace of mind knowing that we are offering the options that are in their best interest-not Wall Street's. When it is time to talk about specific strategies, know that we only offer companies that are highly rated by the industry's leading rating services (Standard & Poors, A.M. Best and Moody's). We are fiduciaries and follow the standards of the CFP Board which has the strictest standards in the industry.

Who do you work with?

We work with affluent investors who value a long term partnership with an independent, full-service wealth management firm. We have found we are of most benefit to those who are at or near retirement and are entering the distribution phase of their financial lives. We also specialize in business transitions for those clients who are ready to sell their companies.

Do you only work in Oregon?

No! We have clients all over the country and are able to get licensed in all 50 states.

How do I get started?

If our approach to financial planning resonates with you, we invite you to contact us for an introductory meeting where we can learn more about one another and mutually determine if working together is the right fit. Take the next step and fill out our secure online questionnaire to get started! Click Here: Begin a Dialogue.