Our Approach
Service Above All.
DeRose FPG offers comprehensive wealth management planning to multigenerational families and business owners. We believe that your hopes, dreams, and aspirations 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 detailing each step on the path to your desired financial future.
DeRose FPG takes a holistic approach, by taking a proactive, comprehensive view of planning. We discover financial planning opportunities and uncover gaps in our client’s financial picture so we can take preventative measures. The only way to discern such gaps and find 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:
- Business Owner
- Retirement
- Education Funding
- Wealth Protection
- Investments
- Estate Planning Strategies
- Tax Strategies
- Cash Flow Analysis