Individual & Family Services

Retirement planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time lessening the financial barriers that arise in earlier stages of life. Our goal is to assist you in building a solid financial plan that will stand the test of time and build wealth for you and your family. 

The most successful retirement plans are comprehensive. In addition to planning for your different sources of income and your cost of living needs, we also provide guidance on the following:

  • Investment advice
  • Income withdrawal strategies
  • Health insurance transitions
  • Strategic tax planning
  • Estate planning*
  • Insurance analysis
  • Social Security planning

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*If you are a resident of Grant County, WI, and would like to see how your assets are titled, please follow the link below. 

Visit Grant County Web Portal 

Company Retirement Plan Services

An employer-sponsored retirement plan, especially when coupled with investment advisory services, can be a great way for plan sponsors to increase overall employee satisfaction and retention. At Rosemeyer Management Group, we understand how vital employee happiness is to your business success. Therefore, we offer the following services to business owners with company-sponsored retirement plans:

  • Managing and mitigating liability risks
  • Selecting appropriate retirement plans for your business and employees
  • Crafting an investment lineup appropriate for your business goals
  • Staying current with regulatory changes, program enhancements, and market changes
  • Performing necessary investment due diligence
  • Reviewing plan fees on an annual basis
  • Providing education, consulting, and updates for plan participants
  • Reviewing opportunities such as cash balance plans for tax deduction strategies and accelerated retirement savings

As a business owner, you have a lot on your plate, and managing your employer-sponsored retirement plan is not only time-consuming, it’s also complex. Our expertise can help save you time and reduce your liability exposure.

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