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Individual Services

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.

DeRose FPG takes a holistic approach, by taking a proactive, comprehensive view to planning. We aim to uncover gaps in our client's financial picture so we can take preventative measures along with uncovering financial planning opportunities. The only way to discern such gaps and find financial planning opportunities is to look at a client's entire financial picture all at once. Thus, we focus on several different areas of planning which include:

  • Retirement Planning
  • Education Funding
  • Wealth Protection Planning
  • Investment Planning
  • Estate Planning Strategies
  • Tax Strategies

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