 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
|
 |
If you are interested in becoming a client of Rosetta Financial or discussing your current financial plan, please contact us. The financial planning process begins with an initial consultation as the first in a series of meetings. For a detailed description of our planning process, please click here. For a list of documents and other information that will be needed in the initial consultation, please click here. We are independent wealth managers and we operate only on our clients' behalf. We do not offer any proprietary products and are free to recommend any investment. Our mission is to provide the best wealth management services to active or retired corporate executives, professionals, business owners, trusts, and individuals of substantial income or assets. As Certified Financial Planners™ (CFP®), we adhere to a strict set of standards and ethics with an emphasis on continuing education in our field and a fiduciary commitment to our clients.
|
