Our Services
Rossetti Financial can help you meet all your planning needs...
Assets Protection and Insurance Planning
Help protect your loved ones or buinesses from financial hardship and protect your assets from potentially unneccesary taxation.
- Life, disability and long-term care insurance
- Insurance needs analysis and planning
- Policy review and audit
- Risk assessment and management
Business Planning
You've worked hard to build your buiness and now you need to take it to the next level. We can help you develop and implement strategies to attract, reward and retain key employees or help ensure a smooth transition of your business when it's time.
- Employer-sponsored retirement plans
- Business succession planning
- Buy/Sell insurance
Estate Preservation & Planning
A well-designed estate plan can help you not only protect your family's legacy, but also help ensure that your wishes are carried out.
- Estate tax minimalization
- Multi-generational planning
- Planning for children with special needs
- Charitable giving
Retirement Planning
The retirement of your dreams takes vision, planning, and discipline. That's why we'll work closely with you to help develop and monitor a custom plan to help ensure your retirement is everything you want it to be.
- Investment assessment, management and monitoring*
- 401(k) investment planning*
- Retirement income planning
- Pension and qualified plan distributions
Wealth Management Services*
Our experienced professionals will work with you to set realistic wealth accumulation goals based on your personal objectives, risk tolerance and goals.
- College planning and 529 plans*
- Tax minimization strategies
- Independent investment analysis*
Rossetti Financial provides practical and personal advice for all your planning needs from our experienced professionals who understand today's complicated marketplace. Contact us today to get started.
* Securities and investment advisory services offered exclusively through HTK