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01. About Us
The Rosamond Financial Group 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 clients' trusted advisor. Click here to meet our team.
02. 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.