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At The Rosamond Financial Group, we specialize in building customized, tax efficient portfolios for individuals. We are a full service financial advisory firm offering personalized financial advice. We don't use the “cookie cutter” approach at the Rosamond Financial Group. What you need as a 50, 60 or 70 year old is unique to you! A “one size fits all” doesn’t work. You know it and so do we.
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This web site provides financial calculators, education, and planning information to help our clients acheive their financial goals and to prepare their families to be stewards of inherited wealth.
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