Learn more about our tax, planning and investment services.
and investment services.
The Roseline Group, with over a century of combined professional experience, provides tax, planning, and investment services to help clients reach their life and financial goals.
Our financial planning professionals work with clients to set financial and life goals, identify alternative approaches, provide a recommended course of action, and monitor and adjust their plan as necessary. We can analyze and advise on any aspect of a person’s financial life, and have the knowledge and experience to take a holistic perspective.
As fee based financial planners, our advice is unbiased as we do not sell any financial products. We simply want to do what is in our clients’ best interest and help them to succeed.
We are accustomed to the changes and challenges people go through in their life. Whether our clients are saving for college, facing insurance decisions, contemplating their retirement or planning their estate, our job is to help them create the future they desire.
Our investment practice works closely with clients to assist them in investing their wealth based on their life goals, financial situation, market conditions and risk tolerance. Our approach to portfolio management and consulting is guided by asset allocation theory and in-depth research prepared by our firm.
We work with investment clients in a variety of different ways. For the “do-it-yourself” clients, we provide a detailed implementation plan listing step by step instructions necessary to take action. For others who neither have the time, experience or desire to personally manage their investments, we can do it for you. We take the responsibility for making investment decisions within your portfolio.
As a registered investment advisor, we have a fiduciary obligation to do whatever is in the best interest of our clients which is the highest standard of care in the industry.