Our Professionals combine 35+ years of experience with the technical know-how to offer the best client experience possible. Our team takes a holistic approach in helping individuals and families meet their personal goals and reach financial independence. Our team is focused on serving the needs of business owners to help them grow, protect, and ultimately transfer their life's work.
Our Investment Experts will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals. View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen. Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind.
Our Investment Experts will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals. View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen. Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind.
Services
Our Team
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My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the. I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning.
Individuals
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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.
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.
What is Financial Planning
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Financial Planning is the premise of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. In many ways, this is a process driven by your life. Our firm works to identify your personal and financial goals and then develops strategies to reach those goals.
Multigenerational Planning
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DeRose FPG has been serving the financial community for three generations, starting with Ronald Sempetrean, Karen's father and Anthony's grandfather, back in 1958. We understand the intricacies of serving multiple generations, as well as the need to start planning at a young age. A lifetime of investing and accumulating wealth presents a unique set of opportunities for you to ensure long-term financial security for your family.
Our Planning Process
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Below you will see our financial planning process in its entirety, including an estimated timeframe to complete each step (on a conservative basis). Given the amount of work that goes into each of our financial plans, the entire process takes between 9 and 13 weeks. The length of time depends primarily upon our team obtaining the necessary information to complete the plan from you.
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