The Rothgard difference is not simply a commitment to client service, it is our focus on supporting and encouraging you to create, manage and protect your financial position.
Rothgard offers four levels of service where you decide what service will help you achieve your individual outcomes. As a client, we will discuss with you a recommended service to suit your needs and the benefits associated with that service. We are dedicated to fulfilling this agreement and committed to developing a long term relationship with you as a client. Rothgard is a member of the Financial Planning Association and believes in the FPA Code of Ethics.
We strive to achieve the highest possible industry standards. Our main difference is that Rothgard is proactive; has a genuine interest in you; and our service is open and personal.