We offer financial planning and investment management services tailored to your needs
Are you ready for a professional and Comprehensive Financial Plan? Roche’s hands-on and detailed 9-Step personalized financial planning process will get you where you need to be financially. Over a 12-month period we will engage in 9 financial wellness sessions which will address the following topics:
We will track your progress with your personal Roche Wellness Score. When complete you will feel confident knowing your entire financial house is in order and you are ready to achieve your goals. Let us help you achieve your financial success. 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.
3x More Likely to Achieve Your Desired Retirement Lifestyle
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. 1
2x More Clients On Track With Their Financial Affairs
76% of respondents who deal with a CFP (Certified Financial Planner) 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. 1
2x More Likely to Achieve Your Life Goals
Clients engaged in comprehensive financial planning were nearly three times more likely to say they are achieving their life goals than those who have had no financial planning. 1
Let’s Work Together
We understand that it is our responsibility to earn your business every day by showing the value we provide relative to our fees. Roche Financial Partners is a fee only financial planning firm. Our only source of compensation are the fees paid to us by our clients. We do not sell not products and receive no sales commissions. We only do better when you do better.
We don’t want our fees to be the impediment to achieving your financial and life goals. We also want to show our appreciation for allowing us to be your financial guide and coach through life. We hope to build a life-long relationship with our clients and will thank you by reducing your fees every year for the first 10 years of our relationship.
Let’s get started!
Fee Reduced Every Year
1st Year: 1.25%
2nd Year: 1.00%
3rd Year: 0.95%
4th Year: 0.90%
5th Year: 0.85%
6th Year: 0.80%
7th Year: 0.75%
8th Year 0.70%
9th Year: 0.60%
10th Year: 0.50%
Annual fee charged as a percentage of assets being professionally managed. Learn more about our fee options on our Roche ADV Brochure.