Early in my professional career, I was a high school teacher. I look back on that time with fond memories. It seemed college was the natural and simple academic progression following high school. Today universities have more complex and rapid processes. Yet, some things never change. A passion that I have is working with families and preparing them for all parts of life. One particular privilege I have is working with families of high schoolers. As part of my practice, I have the opportunity to help parents and students conquer the process of college admissions. I want to make that process one that helps develop life skills that carry beyond High School. Having an inquisitive mind, learning from others, developing relationships with mentors enables High School students to develop abilities and practices that will allow them to be passionate and purposeful with their new found skills. Ultimately, this will result in life skills and a work ethic that gives back to others. It is a student with this type of character that good colleges look for in the admissions process. These skills hold value beyond the halls of universities. Employers look for people with these qualities, you and I like people with these types of virtues and I want to help develop those qualities in high school students. Colleges will use the term “Interesting student” to describe a university inquiry of this stature and when they complete their college journey they will be known as great contributors to society. Contact me to set a free initial consultation to start helping you get a jump-start to your teen’s college prep journey.
We value the dreams and goals of those we serve. We seek first to understand, then inform, inspire and improve their life and finances. Character and integrity motivate the service our clients experience.
Audubon Financial Design. I am also a Registered Principal with and Securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC
LPL Registered Principal
Services offered: Securities and Financial Planning
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. As an advisor at Audubon Financial Design I work with my clients in Life Planning. I first start by helping you identify the foundational values that are most important to you. Using this as the foundation, we work together to design a financial structure that incorporates your dreams, goals and personal abilities.
My approach is to use different investment processes to potentially reduce risk, potentially reduce your exposure to taxes, manage your insurance needs and provide a plan to wisely and confidently transfer your wealth to your children and grandchildren.
Speaking of children, I offer educational planning that can help your high school student with his or her college prep journey. I invite you to not only share this Page with your teen, but contact me to start him/her with an advantage to his/her college prep experience.
Managed asset plans – for professional fee-based portfolio management through LPL Financial
Education Planning – we help prepare students with skills that help position them in life as well as for college admissions. We also help structure the family finances to enhance their ability to obtain financial aid for college
Retirement planning – to design an investment strategy to help you work toward all of your retirement goals
Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
Estate planning – for preservation of wealth from generation to generation
Life insurance – providing financial protection for your loved ones
Contact me to today to set a free initial consultation to start helping you get a jump-start to your college prep journey. (*Consultation is with parent/guardian)
To your Jump Start,
John Rossitto AKA “Coach Rossitto”
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MD, NY. TX