Who We Serve & How We Help
Financial planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
We at Rosemeyer Management Group understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing and financial planning. Our priority is to help you manage your finances and take action to achieve your financial goals.
Who We Are
Jim Rosemeyer founded Rosemeyer Management Group in 2010. After dealing with several financial advisors throughout the course of his chiropractic career, it became clear to Jim that there was a strong need for comprehensive wealth management that was both effective and easy to understand. His mission became educating and working with individuals and retirement plans to better help them realize their retirement goals and dreams.
Rosemeyer Management Group is an SEC Registered Investment Advisor specializing in Comprehensive Wealth Management by focusing on retirement planning, investments, tax planning, estate planning, and life insurance.
We are dedicated to providing comprehensive wealth management and strategic planning to high-net-worth individuals and employer-sponsored retirement plans. Simply put, we strive to be our clients’ trusted advisor in all things financial.
What We Do
We offer comprehensive financial planning to individuals and families. This includes:
- Retirement planning
- Investment advice
- Income withdrawal strategies
- Health insurance transitions
- Strategic tax planning
- Estate planning
- Insurance analysis
- Social Security planning
We also provide investment advice and strategic planning to many retirement plan providers. We specialize in 401(k), 403(b), SEP, and SIMPLE plans and can help you achieve long-term investment results and increased employee satisfaction.
Who We Serve
We serve a wide range of clients, but typically specialize in helping people between the ages of 59½ - 65 who are preparing to retire. Many of our clients come to us unsure if they are in a position to retire comfortably. They may not know if their money will carry them throughout the remainder of their lifetime, and they are overwhelmed with all the decision-making that comes along with retirement.
We will walk you through the pre-retirement challenges you face and ensure you are in a position to retire with confidence.
Our clients are everyday hardworking individuals who want to live out the American dream. They are humble enough to ask for help and truly care about planning for themselves and their families, no matter their circumstances. They ask important questions and see themselves as collaborators, willing to build their own versions of success—it’s our job, financially speaking, to help them do that.
Why Clients Choose Us
Clients choose us because of our open, honest, and collaborative approach to planning. Our clients know we do far more than invest their portfolios; we provide comfort and guidance on all aspects of their financial life.
The level of service at Rosemeyer Management Group is unparalleled. Rather than treating clients like another number walking through the door, we consider them a teammate in the financial planning process. Through our financial expertise, education, and transparency, our clients leave each meeting having learned something they can take to better their understanding of our recommendations and improve their financial situation.
We have a team of advisors always ready and willing to answer client questions and talk through concerns. We strive to build long-lasting relationships that leave our clients feeling valued and informed.
Get Started Today
At Rosemeyer Management Group, we understand the importance of comprehensive financial advice. Don’t settle for less than a full understanding of your financial picture. To learn more about our process and how we can help you, schedule an introductory appointment online or by calling us at 608-348-2274. For any questions, feel free to reach out to me at email@example.com.
Kaley Bockhop is an investment advisor representative at Rosemeyer Management Group, an SEC Registered Investment Advisor based in Platteville, WI. Kaley’s experience in taxes and accounting and her financial planning expertise allows her to help her clients work toward their retirement goals and set themselves up for success. It is Kaley’s goal to partner with her clients to build a customized road map for their finances so they can look forward to a comfortable retirement and decrease financial worry. Kaley is a CPA and a CERTIFIED FINANCIAL PLANNER™ professional. She has a bachelor’s degree in science from the University of Wisconsin-Platteville with a triple major in accounting, agricultural business, and animal science, and a minor in biology. In her free time, Kaley enjoys working on her family’s farm where they raise nationally recognized registered Angus show cattle. She also loves exercising and traveling. To learn more about Kaley, connect with her on LinkedIn.