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How You Benefit
Preparation is key and your financial future is no exception.  Focus on your
wealth planning first to have a greater likelihood of achieving your objectives.
This journey is not only about peace of mind but
results.  Having an advisor who provides
comprehensive financial planning is proven to make all
the difference to your well being and financial future.
Investment Management

Some may claim that they can provide
superior returns by picking the next hot
stock or timing the market.  In reality, no
one can predict what markets will do next
and this strategy introduces unnecessary
risk, making reaching your investment
goals harder to achieve.

We focus on what we can control to
increase returns and reduce volatility.  
Our investment principles are not based
on chance or speculation but proven
research.  We can incorporate this
philosophy into your portfolio today.

It is common to see an over-emphasis on investing in our industry.  
With a sound wealth plan, you can ensure that your path is
customized to your goals, current situation, and desired future.  
There is much more to your financial future than managing your
portfolio and we are here to help.
Ability to achieve your desired retirement lifestyle

51% of respondents who work 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.
More on track with your financial affairs

76% of respondents who work with a CFP (Certified Financial
Planner) professional reported feeling more "on track" with their
certified advisor and 35% of those without an advisor.
Greater peace of mind

Clients engaged in comprehensive financial planning were more
than twice as likely to say they are achieving their life goals than
those who have had no financial planning.
Our core investing principles will increase your returns with less risk
helping you reach your destination faster, with less detours
.
Following sound principles based in thorough research will
always steer you the right way and the benefits add up fast
313 Commons Way  Princeton, NJ 08540  

(P) 609 575 6762  -  (F) 609 751 9253  

(E) info@rochepartners.com
Copyright © 2014  -  Roche Financial Partners  -  All Rights Reserved  -  Disclaimer
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Source: Outcomes of Participants Investment Strategies 1997-2006
Burgess and Associates (September 2007)

Source: Tax costs are median tax cost for U.S. mutual funds – Morningstar & Vanguard; Expense ratio is the average of the median expense ratio for large, mid and small cap mutual funds - Morningstar; trading costs: academic
and practitioner studies calculated trading cost at 1.01% for large cap funds and 3.76% for small cap funds (ReFlow research); Cash drag: research studies calculated cash drag cost at 0.45% - 0.60% (ReFlow research).  


DALBAR Quantitative Analysis of Investor Behavior, 2009 (1989-2008)
Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of
CFP® Professionals [Aite Study July 2012
Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of
CFP® Professionals [Aite Study July 2012
Adding Expertise to a Financial Advisor's Practice: Measuring the Contributions of
CFP® Professionals [Aite Study July 2012