What does DeRosier & Associates do?

 

Do you know how people spend time worrying about having enough money in retirement?  We have a unique process that has been built over 30 years of combined experience in the financial services industry that strives to ensure our partners have enough money to enjoy the quality of life they desire now and through retirement.   

 

What is LPL Financial?

 

A business partner that provides significant depth and resources to our firm. We are excellent planners and LPL Financial provides expertise and access to significant resources for additional problem solving on complex issues.  

 

How do you do what you do?   

 

We engage clients in a complimentary discovery meeting where we assess their current situation.  Then we have a second complimentary planning meeting where we recommend strategies using our unique process to help them pursue their life goals.  We also outline how they might engage us and at that point in time we decide together if we want to build a relationship.       

 

Why do you do what you do?

 

Our firm is passionate about helping people reach their goals and our business works to provide quality of life for our clients and for our families.

 

Who have you done it for?

 

Hard working people with similar interests and values. 

 

What makes you different?

 

We focus on the planning, not the sale or the commission, and business takes care of itself.  We tailor services to client needs; it is not one size fits all! 

 

Why should I do business with you?

 

If you are talking with our firm chances are you heard about us from someone you trust.  That endorsement is better than anything we can say about ourselves.  If you are looking for a firm to partner with to help pursue your life goals then you should work with our firm. If that is not what you are looking for, that is ok too. 

 

How do you get paid?

 

We get paid fees and or commissions and it depends on the level of service you are looking for.  That is laid out in writing at our second meeting. 

 

Telephone 218-824-8900 • Toll Free 866-376-8900 • Fax 218-824-8902

Brian DeRosier & Eric Nesheim, LPL Registered Representatives