Our Professionals combine 35+ years of experience with the technical know-how to offer the best client experience possible. Our team takes a holistic approach in helping individuals and families meet their personal goals and reach financial independence. Our team is focused on serving the needs of business owners to help them grow, protect, and ultimately transfer their life's work.
Our Investment Experts will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals. View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen. Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind.
Our Investment Experts will assist you in building an investment strategy catered to your own personal benchmark that meets your specific goals. View current and past entries in our financial blog on a variety of financial planning topics, personally written by Anthony & Karen. Our Resource Center offers a spectrum of additional timely and informative articles that were written with you in mind.
Services
My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the. I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning.
DeRose FPG offers comprehensive financial planning and investment management to individuals, families and businesses. We believe that your individual plans and goals should be the primary drivers of the financial planning process. Because each client is unique, so is each Financial Plan.
Our team incorporates all financial aspects of your life, and will assist you in developing a customized roadmap detailing each step on the path to your desired financial future.DeRose FPG takes a holistic approach, by taking a proactive, comprehensive view to planning. We aim to uncover gaps in our client's financial picture so we can take preventative measures along with uncovering financial planning opportunities.
Our team incorporates all financial aspects of your life, and will assist you in developing a customized roadmap detailing each step on the path to your desired financial future.DeRose FPG takes a holistic approach, by taking a proactive, comprehensive view to planning. We aim to uncover gaps in our client's financial picture so we can take preventative measures along with uncovering financial planning opportunities.
Financial Planning is the premise of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. In many ways, this is a process driven by your life. Our firm works to identify your personal and financial goals and then develops strategies to reach those goals.
DeRose FPG has been serving the financial community for three generations, starting with Ronald Sempetrean, Karen's father and Anthony's grandfather, back in 1958. We understand the intricacies of serving multiple generations, as well as the need to start planning at a young age. A lifetime of investing and accumulating wealth presents a unique set of opportunities for you to ensure long-term financial security for your family.
Below you will see our financial planning process in its entirety, including an estimated timeframe to complete each step (on a conservative basis). Given the amount of work that goes into each of our financial plans, the entire process takes between 9 and 13 weeks. The length of time depends primarily upon our team obtaining the necessary information to complete the plan from you.
Reviews (7)
Chris Shemmer
Dec 01, 2019
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As a professional in the financial industry, I thought I could handle everything for my family. I eventually realized it was too much of a burden on top of all my other responsibilities and sought out a trusted advisor. I was referred to DFPG through a friend and was blown away at the personal touch and depth of scope of the services.
They can handle anything from general investment planning to full blown life planning and organization. The hands-on approach and technical capabilities are second to none. Highly recommended.
They can handle anything from general investment planning to full blown life planning and organization. The hands-on approach and technical capabilities are second to none. Highly recommended.
Sue Romanoski
Jan 24, 2019
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Trisha Hockings
Jan 24, 2019
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Karen and Anthony provide expertise in planning for the future. I very much appreciate their guidance and their suggestions as I financially plan for retirement. They focus on details and no matter who I interact with on the DeRose team, it is a pleasant experience. I am grateful to be a client of this group.
Lisa Raatz
Dec 01, 2018
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The best decision my husband and I ever made, was having DeRose Financial Planning Group create a life plan for us (That’s right: Great financial planning is more than just investments, lesson learned thanks to DeRose FPG).
We thought we had everything we needed when we met with Karen and Anthony DeRose. We were merely looking for a single advisor with whom to consolidate our assets and transactional information in case of an emergency. What we got was a deep dive, end-to-end analysis and step-by-step plan to fill in gaps in insurance, spending patterns, investments, etc. Because this is a public
We thought we had everything we needed when we met with Karen and Anthony DeRose. We were merely looking for a single advisor with whom to consolidate our assets and transactional information in case of an emergency. What we got was a deep dive, end-to-end analysis and step-by-step plan to fill in gaps in insurance, spending patterns, investments, etc. Because this is a public
Kathy Malcomson
Oct 04, 2018
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My husband and I thought we were pretty savvy regarding our finances, but wanted to get an expert perspective as we got closer to retirement. I’m so glad we did.
Karen and her team have been so helpful in making sure all aspects of our lives are secure. We both sleep much better at night knowing that we have a solid plan for this future.
And Karen is always just a phone call or email away whenever questions arise. She’s a trusted partner who provides workable and practical solutions.
Karen and her team have been so helpful in making sure all aspects of our lives are secure. We both sleep much better at night knowing that we have a solid plan for this future.
And Karen is always just a phone call or email away whenever questions arise. She’s a trusted partner who provides workable and practical solutions.
Merrill Medansky
Jun 05, 2018
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Karen has been advising me for over 10 years. She is the best kind of coach, helping me to focus on the most important things that I can handle at one time and to set realistic and achievable goals. I can now execute my retirement plans, and I sleep well at night knowing that my loose ends are neatly tied and organized. I recommend her without reservation.
Rg Heynssens
Dec 19, 2017
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