Our Vision
At DeRose Financial Planning Group (DeRose FPG), our mission is to empower individuals and families to achieve financial independence through personalized and comprehensive financial planning. We believe in fostering strong, lasting relationships with our clients, while guiding them through life's financial transitions with clarity and confidence.
Experienced Professionals with Proven Expertise
Our team of experienced professionals possesses over 35 years of combined experience in wealth management, retirement planning, estate planning, and investment management. Led by Karen L. DeRose, a Certified Financial Planner (CFP) and Juris Doctor (JD)/Certified Public Accountant (CPA)*, our team is equipped to tackle even the most complex financial situations with expertise and care. (*Licensed, but not practicing on behalf of Lincoln Financial Advisors.)
Holistic Approach to Financial Planning
We take a comprehensive approach to financial planning by considering all aspects of your financial life, including your:
- Retirement Planning: Secure your future with personalized plans for retirement accounts, investments, and estate strategies.
- Investment Management: Build a diversified and personalized investment portfolio that aligns with your unique goals and risk tolerance.
- Estate Planning: Ensure your assets are protected and distributed according to your wishes with a comprehensive estate plan.
- Wealth Protection: Minimize potential risks and safeguard your wealth through proactive insurance and risk management strategies.
- Multigenerational Planning: Establish sustainable financial strategies for future generations through family wealth management solutions.
Client-Focused Service
Our primary focus is on serving our clients. We believe in open communication, transparency, and building strong relationships based on trust and respect. We will work collaboratively with you to understand your financial goals and develop a personalized plan that meets your specific needs and aspirations.
Our Commitment to Ethical Practices
Integrity and ethical behavior are the foundation of our business. We adhere to the highest ethical standards and adhere to industry regulations to ensure your financial information is protected and your best interests are always represented.
Client Reviews of DeRose Financial Planning Group
Overview of DeRose FPG
DeRose Financial Planning Group (FPG) has received overwhelmingly positive reviews from their clients, with all reviewers giving them a 5-star rating. The reviews highlight the team's expertise, attentiveness, and caring approach to financial planning.
Key Strengths of DeRose FPG
- Experienced and Knowledgeable Team: Clients praise the team's expertise and knowledge in financial planning, estate planning, tax planning, and more.
- Personalized Service: Reviewers appreciate the team's personal touch, with many mentioning that the team takes a hands-on approach to addressing their financial needs.
- Trust and Integrity: Clients trust the team's advice and feel secure in their abilities to manage their finances.
- Long-term Relationships: Many reviewers have been clients for over 20 years, demonstrating the long-term relationships and trust built with DeRose FPG.
Additional Praise for DeRose FPG
- Adaptability and Flexibility: Clients appreciate the team's ability to adapt to their changing financial needs and goals.
- Excellent Communication: Reviewers praise the team's clear explanations and transparency in their communication.
- Holistic Approach: DeRose FPG is commended for taking a comprehensive approach to financial planning, considering clients' overall well-being and goals.
