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Our Process

Our Process

Although today is a world of standardized “one size fits all” type portfolios designed by parties who do not know the individuals or families they serve, we feel that approach is not appropriate for most people. That’s why Rossi & Associates is truly independent without any proprietary pressure “from upstairs” to recommend investments & plans that may not be suitable.

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Our Philosophy

Our Philosophy

Though we do have the flexibility and freedom in designing a due diligence process that works for you and your plan, there is one strategy that clearly won’t work: chasing investment performance without regard to balance, diversification and risk.

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CULTIVATED FOR YOU

Your Goals are the Key to Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at Rossi & Associates. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Healthy Body, Healthy Pocketbook</p>

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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