FAMILY FINANCIAL PLANNING
Waves of engagement through life
Wherever you are in your financial journey, Rossby's compass can help you navigate to your destination.
Check out our short list of things that we prioritize.
Discovery
Goal Setting
Net Worth Inventory
Value at risk analysis
Asset risk review
Goals and objectives
Portfolio Analysis
Financial Efficiencies
Investment Policy Review
Implementing Strategy
RISK MITIGATION
Rossby has you covered as a licensed insurance agency.
We review all coverages on your family for personal and business assets to ensure that you have the best protection available.
INVESTMENT MANAGEMENT
When we balance your family goals and profile with available assets, we want to select managers that have solid due diligence and track records. Hard assets are also of consideration for us and will track those in your systems for your benefit.
TAX PLANNING
Open communication on your tax situation is a key pillar too long term planning. Wether you have a CPA/Account relationship or want to work with ours, the focus remains to get you in best situation possible to achieve your family goals.
ESTATE & TRUST
Within Rossby we want to make sure your all documents are working properly per your wishes. We will give you our comments but a coordinated effort with your council is best.