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Welcome to DeRose FPG

Plan | Grow | Protect

Offering trusted guidance and objective advice, DeRose FPG is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape. We provide clear, easy-to-understand explanations of financial services and products while carefully creating a unique, personalized strategy with your financial objectives as the cornerstone of your financial plan. 

Count on our knowledge, passion and dedication to help you preserve and manage your assets, cater to your needs, prepare for the unexpected and provide for you and your loved ones.

Based in the Greater Chicagoland area, my firm has provided holistic, practical financial advice, as well as experienced investment management, for over 22 years. We appreciate that there are few facets of life that bring more comfort than financial sense of security. Worrying about your financial future can be a huge burden on both you and your loved ones. Put the burden in our hands. We will invest our time in you, so you can spend your time doing what matters most.

~ Karen DeRose, Founder

Create a financial plan to achieve your goals

Do you have financial goals for which you want to achieve?

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

 

The Best Apps in Travel

Technology tips to make your next trip even better.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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