Getting Started
Make a clear, effective start on your retirement strategy
Start taking care of your financial health right away by reviewing the PDF downloads on this page.
Additionally, please print and complete the First Meeting Checklist, Client Profile Form and Financial Planning Worksheet as best you can and bring them, along with your questions, to our first meeting. This way we can examine your information together and assure you get the most value possible for your time and effort.
- Client Profile Form
- Understanding Fees vs Commissions
- How to Handle Market Declines
- CHET 529 College Savings Plan
You may also wish to try these handy calculators ahead of our meeting, but know we’ll be reviewing these topics in person.
- Social Security – Estimate your Social Security earnings
- Mortgage – Estimate your mortgage loan interest rate options
- College Savings – Estimate your child’s cost of college
- Retirement Savings – Estimate how well you’re prepared for retirement
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Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Rose City Financial Services, LLC and Cambridge are not affiliated. Diversification and asset allocation strategies do not assure profit or protect against loss. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA.
No offers may be made or accepted from any resident outside the specific states referenced.