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DeRose FPG offers comprehensive financial planning and investment management to individuals, families and businesses. We believe that your individual plans and goals should be the primary drivers of the financial planning process. Because each client is unique, so is each Financial Plan. Our team incorporates all financial aspects of your life, and will assist you in developing a customized roadmap detailing each step on the path to your desired financial future.

We focus primarily on planning for individual clients of all walks of life. We strongly believe in the importance of intergenerational family planning in order to ensure that the same financial fundamentals are passed on from generation to generation. We also provide support for small business owners, as we are well versed in group retirement plans, group benefits and business succession.

Our main areas of expertise for individuals include:

  • Investments
  • Retirement Planning
  • Education Funding
  • Wealth Protection
  • Estate Planning

Our main areas of expertise for small businesses include:

  • Business Succession Planning
  • Retirement Plan Services
  • Group Benefit Planning