What We Do and How We Can Help

You have a unique life, unique circumstances, and unique goals. It only makes sense then that you deserve a unique financial plan and investment portfolio to go with it. At The Rosamond Financial Group, your goals are our passion and focus in all we do. This motto serves as a constant reminder that the most important thing we do is help our clients and their families pursue their unique financial goals.

Who We Are

The Rosamond Financial Groups is a full service financial planning and investment advisory firm specializing in total asset management. Whether you need investment planning, retirement forecasts, insurance evaluation, tax development plans, or education planning, we can help you travel the road and arrive in good condition.

Our firm is built on a solid foundation of exceptional customer service and in-depth market knowledge. Our financial strategies are as unique as our clients. We are passionate, creative, and fascinated by the process of giving our clients an understanding of their financial life like they've never had before. Simply put, we strive to be our client’s most trusted advisor.

Who We Serve

We have the pleasure of working with a diverse range of clients, from young families and executives to business owners and retirees. While our clients may range in age and income, they share a few similar traits.

Our clients are passionate people. They care deeply about life, their families, their work, their communities, their faith, and the lives of others. The put just as much passion into their goals as they do their life.

They’re also financial delegators. They enjoy simplicity and focus on what’s important, and they enjoy working with a professional. As we tend to have deep relationships with our clients, many of the people we work with value the benefits an advisor can offer. They turn to us for financial advice and rely on our knowledge and experience to guide them in their decisions.

Ultimately, we think clients choose to work with us because they seek one trusted advisor to whom they can delegate everything and who can lead and coordinate their team, from tax and legal needs to money management, financial planning, and insurance.

Working with us can free up time and energy for them so they can focus on the things they care most about in life, from spending time with their loved ones to making a real impact through the charities or organizations to which they are committed. This, in essence, gives them the gift of time, which is invaluable and hard to put a price tag on.

What We Offer

As an independent firm, we offer a comprehensive menu of financial services, including wealth management, retirement planning, and financial planning. But our greatest service is helping our clients feel confident in their future and to worry less about their finances knowing they have a professional watching over it for them. We want our clients to feel assured knowing every piece of their financial puzzle is being proactively managed and they are on track in pursuing their greatest goals.

We aim to instill this confidence through our hands-on and client-centered approach. We take the time to learn about each client’s values, goals, and objectives. Through our process, we seek to ensure you understand the reasoning behind our recommendations and your questions are answered every step of the way.

Our Goal For You

Through our services and high-touch approach, we hope to help our clients have the time and energy to focus on their passions in life knowing we’re here to watch over their financial strategies and investments.

Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? If you’d like to learn more about our process and how we may be able to help you tackle your next life milestone, reach out to us for a complimentary consultation. Call my office at 830-798-9400 or email clientservice@rosamondfinancialgroup.com.  

About Preston

Preston Rosamond is a financial advisor and the founder of The Rosamond Financial Group with nearly two decades of industry experience. He provides comprehensive wealth management and financial services to individuals, professionals, and families who enjoy simplicity and seek a professional to help them pursue their goals. Preston personally serves his clients with an individual touch and a sincere heart, and his servant’s attitude is evident from the moment you meet him. Learn more about Preston or start the conversation about your finances with him by emailing clientservice@rosamondfinancialgroup.com.