Our approach can be summarized in three words – Relationships, Resources & Results.
Relationships are the foundation of everything we do. Here in Central Oregon this means developing and nurturing relationships built on trust and transparency, with care and concern for our clients’ best interest. We understand that every individual’s financial priorities are unique and personal — such as planning for retirement, distributing your wealth as an income stream, saving for a grandchild’s education and even transferring your wealth in the most tax efficient manner. Our holistic approach to deeply personalized financial planning will always be based on your individual circumstances and focused on your goals. We are committed to helping you make sense of it all and ensuring you have the peace of mind that you deserve.
Resources. Our experience and knowledge is just the tip of the iceberg. We have a vast network of resources including analysts, risk managers, strategists, financial specialists and of course our independent broker dealer. As a Member Office of ValMark Securities, we have direct and immediate access to the powerful resources of one of the nation’s leading independent broker dealers. This brain trust of people, all committed to using only A+ rated investment and insurance strategies means we have the strength in resources to help you live the life you’ve always imagined.
Results. At the end of the day, that’s what really matters. Are you getting the results you want? Will your expectations be met? For over a decade Rosell Wealth Management has been keeping our client’s happy through quality planning, quality execution, making adjustments as needed along the way and providing successful results. We take our commitment to you so seriously that we even have a guarantee. If we do not meet or surpass your expectations, your planning fee will be refunded in full, period. It’s that simple.
"If you fail to plan then you plan to fail"
- Harvey MacKay