Are you ready for a Professional Financial Guide?
First, your Certified Financial Planner® will take you through Roche’s Financial Foundations process. Over a 12-month period, we will engage in 10 financial wellness sessions to establish a solid financial foundation.
When complete, you will feel confident knowing your entire financial house is in order. Then, we will continue to be your guide, helping you navigate through your financial life. Contact us to learn more.
Perhaps you are not ready for comprehensive planning. Or maybe you are comfortable with your current financial picture. But – you still have questions from time to time.
Our Money Coach service provides you counseling and coaching on all your important financial decisions. We will answer all your financial questions by email. Whether you are looking for investment advice, budgeting assistance, product information, retirement planning, insurance guidance, education planning, 401(k) recommendations or just a second opinion on an important financial decision — we will be your coach.
You have questions? We have answers! Sometimes all you need is a little help and direction. Don’t do it alone, our experts will be there for you when you need us.
You don’t make health decisions without insight from your doctor, neither should you make important wealth decisions without guidance from a Certified Financial Planner®.
Our coach will be your guide, sitting on the same side of the table towards success. Let us help you make all the right financial decisions. Contact us to learn more.
The key to successfully implementing your wealth plan is prudent investing of your money. Successful investment management companies base their strategy on a core investment philosophy, and Roche is no different. Although we offer customized portfolios for our clients, a common theme runs through the investment advice we provide — Plan, Control, Diversify, Discipline.
Our strategies are proven to ensure your investment goals are achieved. We handle everything — opening accounts, transferring funds, executing trades, and daily monitoring. Don’t leave this important financial task to just any firm or technology company. Choose a firm that looks out for your best interest and incorporates your goals and dreams. Contact us to learn more.
For a more detailed explanation of our active investment strategy, view our Roche Investment Strategy and Process presentation.
A Chartered Financial Analyst assigned as your profile manager
We will implement Roche's 4 Investing Principles
Professional and Personalized Money Management
True and effective "Active Management Process" archives results and higher after-tax return
We will act as your one advisor and advocate on all your financial affairs
Quarterly calls with your manager to track progress and make changes when necessary
Access to your investment accounts 24/7 on our website or mobile app
51% of respondents who deal with a CFP (Certified Financial Planner) professional feel on track to reach their desired lifestyle in retirement, as compared with only 33% for clients with a non-certified advisor and 18% for those without an advisor.
76% of respondents who deal with a CFP professional reported feeling more “on track” with their financial affairs, compared with 63% of those dealing with a non-certified advisor and 35% for those without an advisor.
