Rossi & Associates
Helping You Thrive and Endure.
With the uncertainly in today's world, it is important to partner with an experienced team member who seeks to fulfill your needs. A team member you can relate to, count on and who is available to you both now and in the future. The oak tree in our logo is a unifying symbol of both the strength of a mature oak tree as well as a reminder that the mightiest oak started from the smallest acorn. It also serves to remind us of the importance of building from strength. This strength enables the oak to endure in the harshest of storms and it thrives over time. Serving America since 1992, we at Rossi & Associates will present only what we believe are the most suitable of portfolios for our clients. With no pressure from others to sell proprietary products, we build from what we believe meets both your investment needs and our high quality standards.
We proudly support our wounded warriors and veterans everywhere. Rossi & Associates is a veteran-owned business.
Whether you are just starting to save for your future, or are a seasoned investor, Rossi and Associates has decades of financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to individuals, organizations, business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Office Hours: Monday through Friday 9:00 a.m. to 5 p.m. Closed any time the New York Stock Exchanged is closed. After hours appointments available upon request. Consultations by appointment only.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What kind of auto insurance should you have? Do you know?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.