Experience is our advantage

For more than 50 years, the Rossetti family has provided financial services to Indiana residents. Our roots stretch back to 1952 when Al Rossette II began his agency in Fort Wayne, IN.

Then in the late 60s, his son Sam took over and moved the family business to Indianapolis, IN. Over the next 25 years, Sam focused primarily on finding solutions to business owners' financial needs.

Rose Financial continues with that tradition today by serving the financial needs of hundreds of corporate clients all across the United States.
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Our Philosophy

 

 

Our Mission

The Rose Financial Group, LLC will prescribe the optimum qualifed plan design under the authority of applicable law, which most appropriately meets our client’s stated objective, and administer that plan according to a standard of service unmatched by our competition.

 

Our Background

In 1999, Al Rossetti (a 24 year veteran in the business) founded The Rose Financial Group, LLC as a spin off of a family business serving Indiana companies since the 1950s.  His goal was straight forward, to bring the service standards found in traditional trust departments to the independent administrator (TPA) market.

Al began his career working in the Pension Trust Department of a major regional bank headquartered in Indianapolis in the late 1980s.  In the 1990s, as Vice President and Product Manager he was put in charge of a national bank’s campaign headquartered in Cleveland, Ohio to reduce plan costs for customers by finding suitable investment products offered through the brokerage industry.

Over the next few years Al, as well as many others, contributed to the development of retirement plan products which could be offered to clients at costs significantly lower than those of traditional trust departments.  And while these new products eventually surpassed the traditional versions in several categories, one problem remained.

The service level, as experienced by the customer, was never at a par with that of the old guard trust arrangements.  This comes as a result of two main factors.  First, the new arrangements place brokers and insurance agents in the role of relationship manager.  These investment professionals often find themselves facing questions that they lack the legal and operational expertise to answer.  The second factor is a lack of communication between the players (broker/TPA/custodian/recordkeeper, etc.)

 

Our Philosophy

Rose Financial was founded and is still committed today to solving these problems.  We are not like most “third party” administrators.  We work directly with you and serve as your liaison to the other parties involved with your plan.  This is not to say that we limit your contact with these other parties, but we are happy to coordinate projects and activities that transcend more than one area at a time.

This coordination solves the cross communication problem described above.  Furthermore, by keeping in touch with you and what you need, we prevent the broker/agent from getting those questions that are beyond their special areas of expertise.

This approach has worked for hundreds of our clients for many years.  It has allowed our clients a flexibility to utilize various parties and plan features which they would not have been able to work with otherwise while maintaining the plan’s continuity.

In short, Rose Financial brings the proper expertise and in sight to help you meet the objectives you set for your company, your plan and your employees.  We look forward to having the opportunity to do this for you as well.

 

Our Motivation

Rose Financial strongly urges you to support the following not-for-profit organizations.  Please click on the icons below to learn how making your own small contribution can help them make a big difference in children’s and families’ lives.