Who We Serve: Corporate Execs, Business Owners, & Affluent Retirees
By Preston Rosamond
Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life. With something as important as your finances, you want the peace of mind that the person you are entrusting your money to has experience and knowledge that relates to your personal situation.
At The Rosamond Financial Group, we have the pleasure of working with a diverse range of clients, of different ages and from varied backgrounds. But we also provide services and expertise to niche groups who have unique concerns and circumstances. We believe our clients deserve specialized advice and personalized attention. Rather than provide as many services as possible to as many people as we can reach, we prefer to serve a specific group of clients and tailor our services to fit their needs. This allows us to dedicate more time to each client so we can build strong, trusted relationships.
As a busy corporate executive, you have put the vast majority of your time and energy into the operation of your company, shouldering responsibility, leading teams, and implementing ideas. You need someone to help you take care of your future as you take care of your company’s future. By delegating the details of your financial life to us, you can devote more of your focus to your career.
We can help you with:
- Tax planning
- Investment management
- Retirement planning
- Executive compensation and benefits planning
- Estate planning
- Cash flow and net worth analysis
You’ve reached the pivotal retirement milestone and are now enjoying the fruits of your labor. But just because you’re retired doesn’t mean you don’t need to be intentional with your finances. Because of your high net worth, you deal with high taxes and harder-to-replace income. You need to be strategic with how you invest, withdraw, and plan for future generations of your family.
We know your unique challenges, so to make sure your money is working hard for you while you enjoy your retirement years, we offer the following services:
- Withdrawal strategies and cash flow planning
- Tax minimization planning
- Estate and legacy planning
- Portfolio management
- Healthcare planning
Small Business Owners
Owning your own business can give you great freedom and power in life, but it also comes with great responsibility. You have to think about your employees, provide for a family, plan for retirement, and tend to daily operations. Because your financial well-being is so tied up in your business, you need the knowledge and experience of a team that understands your situation.
Our small business services include:
- Tax strategies
- Retirement plans
- Succession planning
- Insurance analysis
We Are Here To Serve You
If you fall into one of these categories and know you need the specialized service we provide, we encourage you to reach out to us to see if we can help you. At The Rosamond Financial Group, we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We want to minimize your stress and leave you with more time for what you love. If you want more information about our services, book a free introductory meeting online, call us at 830-798-9400, or email email@example.com.
Preston Rosamond is a financial advisor and the founder of The Rosamond Financial Group Wealth Management, LLC with nearly two decades of industry experience. He provides comprehensive wealth management and financial services to individuals, professionals, and families who enjoy simplicity and seek a professional to help them pursue their goals. Preston personally serves his clients with an individual touch and a sincere heart, and his servant’s attitude is evident from the moment you meet him. Learn more about Preston or start the conversation about your finances with him by emailing firstname.lastname@example.org or schedule a call with our online calendar.