Roosevelt Investments is now CI Roosevelt Private Wealth

RWM – Financial Planning

We Build Plans That Seek To:

Grow your wealth over time

Generate retirement income & secure long-term cash flow

Minimize taxes & maximize efficiency

Prepare for unknowns, like rising healthcare costs

Make sure your wealth spans generations

We Can Build Your Financial Plan in 6 Steps:

1
1

Build Trust

Build Trust

Building trust takes time, but it starts with getting to know each other. Our advisors and CERTIFIED FINANCIAL PLANNER™ professionals want to know your story, your interests, and your vision for the future. We will also take time to share our story and to answer any questions you have about us and our firm. We strive to build long-term relationships with all our clients, and it starts with total transparency about what you need and how we work.

2
2

Establish Your Financial Situation and Objectives

Establish Your Financial Situation and Objectives

The next step is to gather as much information about your financial situation and goals as possible. It is important to establish a clear picture of your assets, liabilities, cash flow/income needs, insurance coverage, investments, and tax strategies. This discussion helps establish where you stand today.

The next part of this step is to discuss where you want to go. Whether your goals include buying a second home, paying for a grandchild’s college education, or simply establishing secure cash flows for the duration of your retirement, we will help you pursue your objectives. We finish this step by discussing your comfort level when it comes to taking risks.

3
3

Determine the Areas of Focus for the Plan

Determine the Areas of Focus for the Plan

We will consider all aspects of your financial situation to determine what your plan needs to address. The graphic illustrates the many potential areas of focus. A financial plan may focus on just a few of these categories or perhaps all ten of them. It all depends on your specific financial situation and objectives. No two clients are the same.

4
4

Analysis and Strategy Building

Analysis and Strategy Building

Our team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Analyst® professionals will analyze your specific financial situation to determine optimal steps forward. We utilize various financial planning tools to run simulations examining tax efficiency, cash flow scenarios, growth and volatility outcomes, insurance opportunities, exit and estate planning strategies (if applicable), and more. We take time to consider myriad possibilities and solutions.

5
5

Formally Present the Financial Plan and Implement Recommendations

Formally Present the Financial Plan and Implement Recommendations

We build a financial plan document explaining our recommendations and the investment strategies we propose to pursue your long-term goals. In many cases, we serve as the financial planner and investment manager for your liquid assets, and we coordinate with your other advisors (CPA, estate and trust attorneys, tax advisor, insurance agents, etc.) to ensure all aspects of the plan are implemented. Of course, during this step we will also take as much time needed to explain our recommendations and answer any questions you have.

6
6

Monitoring the Financial Plan on an Ongoing Basis

Monitoring the Financial Plan on an Ongoing Basis

Establishing a financial plan is not a one-time event – it’s an ongoing process. Over time, your goals, needs, and financial situation may change, and we may need to adjust your financial plan accordingly. We strive to speak with our clients at least once a quarter and perform routine reviews on financial plans, to help ensure you remain on track to reach your long-term goals.

Secure Your Family’s Future With a Financial Plan.

GET STARTED TODAY

Insights

View More

Click Here

April 2022 | Equity Commentary

April 2022 | Equity Commentary Published on May 6th, 2022 Market Overview The capital markets endured a difficult April. The...
Read More

March 2022 | Equity Commentary

March 2022 | Equity Commentary Published on April 12th, 2022 Market Overview We believe the first quarter ended on a...
Read More

Tech Goes From Haven to Hazard as Investors Fear Recession

Jason Benowitz Featured in Bloomberg "Tech Goes From Haven to Hazard as Investors Fear Recession" Published on  April 7, 2022...
Read More

WATCH NOW: April 27th, 2022 – Inflation, Conflict, and Implications for the Capital Markets

April 27th, 2022 - Inflation, Conflict, and Implications for the Capital Markets Published on April 29, 2022 John Roscoe, CFA,...
Read More

What Issues Should You Consider When Reviewing Your Investments?

What Issues Should You Consider When Reviewing Your Investments? Published on March 29th, 2022 Careful investment planning is essential, but...
Read More

Can the Fed Land the Plane?

Can the Fed Land the Plane? Published on March 11th, 2022 We expect a tug of war between the economic...
Read More

February 2022 | Equity Commentary

February 2022 | Equity Commentary Published on March 8th, 2022 Market Overview Market volatility continued in February, as uncertainty over...
Read More

Putin Reveals His Hand

Putin Reveals His Hand Published on February 28th, 2022 Russian President Vladimir Putin finally revealed his hand and ordered the...
Read More

Inflation and The Federal Reserve

Inflation and The Federal Reserve Published on February 14th, 2022 Overview Financial Market volatility continues in February, with significant drivers...
Read More

January 2022 | Equity Commentary

January 2022 | Equity Commentary Published on February 8th, 2022 Market Overview Financial markets have been choppy to start the...
Read More

Fourth Quarter 2021 | Fixed Income Commentary

Published on January 20th, 2022 Fourth Quarter 2021 | Fixed Income Commentary Market Overview The Current Income Portfolio declined 0.54%...
Read More

WATCH NOW – 2022 Outlook: The Year of Normalization

Published on Jan. 20, 2022 January 19th, 2021 - 2022 Outlook: The Year of Normalization John Roscoe, CFA, Chief Investment...
Read More

Subscribe to Our Insights Today

Roosevelt Investments