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LIVE YOUR DREAM LIFE

Financial planning isn’t about the assets, but about what the assets can allow you to do.

Start living life by planning today.

YOUR GOALS ARE IN THE PLAN

Where do you see yourself in five, ten, or fifteen years? What if instead of worrying about your finances, you could focus on what you love? At Rosholt Financial Advisors, you are at the core of what we do. Your needs, wants, and objectives come before anything else, and our goal is for you to feel confident that you are in control of your financial life.

When you walk into our office, you won’t be faced with a closed door, and your meetings won’t be with a stuffy advisor behind an intimidating desk. Instead, you will be welcomed as a part of the Rosholt family and treated with the respect and care that you deserve. Simply put, you're not just a client; you’re family.

A SOURCE OF SUPPORT

Our advisors hold some of the industry’s highest designations, including Ben being a CFP™ professional. All that is to say, though, is that we are always working toward your success.

TRANSPARENT COMMUNICATION

We hate to say it, but transparency has become a novelty in the financial services world. We are always upfront with our clients about processes, costs, and investments and educate them on the decisions available.

VALUE-DRIVEN RELATIONSHIPS

We don’t target ultra high net worth clients or those looking for ludicrous returns. Instead, we work with individuals and families serious about taking care of their loved ones and want to live life, not just track the markets.