Life View

Introducing Life View

Life View is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, Life View can make your life easier and also allow for RFG to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.

In summary, Life View offers:

  • Account Aggregation - A single online portal to all of your financial information including your mortgage, retirement accounts, credit cards and rewards programs in addition to your accounts managed by RFG.
  • The Vault - A private and secure place to store your important financial documents including tax returns, legal documents, copies of passports and driver’s licenses and treasured photos, videos or sound files.
  • A Continually Updated Financial Plan - When the value of your assets change, the information is updated automatically keeping your plan up-to-date and enabling your advisor to provide proactive advice and timely feedback.
Click Here to Access Life View

OUR ACCOLADES

Best Places To Work 2024
Rosselot Financial BBB A+
AIF
2024 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
Facebook-f Linkedin Instagram
The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.