About Us
“It’s not what you earn, it’s what you keep.”
Though a simple idea, this statement underscores our philosophy on retirement readiness— manage your risk, invest wisely, preserve what you grow, and prepare you to realize your retirement readiness.
So many external factors influence your ability to retire well. Unpredictable market activity. Rising inflation. Changes in tax laws. By applying our extensive knowledge in market behavior, financial life planning, wealth management, estate planning, and tax concepts, you benefit from prudent and effective management of your assets in direct line with your individual risk tolerance and time horizon.
Consider us the guardians of your plan portfolio.
Our Main Purpose
Every Roush Group employee creates a unique life story. And we care about yours. As your story unfolds, it becomes your book of life, filled with promise and possibility. Because we work for you as an Accredited Investment Fiduciary® and a Registered Investment Advisor (RIA) firm, we adhere to the industry’s highest standards of fiduciary care—everything we do is in your best interest.
Our sole purpose: To successfully grow, manage, and preserve your assets. In doing so, we hope to inspire you to achieve financial freedom and peace of mind. And that’s the most gratifying aspect of our business.
Roush Performance Values
Integrity – As an RIA firm, we exist fully independent from any product, service, or provider, eliminating any potential conflicts of interests, and guaranteeing you unbiased advice, total objectivity and impartiality. What’s more, every professional on our team is committed to clarity and full transparency in all we do.
Experience – Your Roush team has built a solid, four-decade foundation in financial services, with a specialty in 401(k) plan management. We’ve placed many thousands of employees on the path to retirement readiness. And we never stop learning, regularly investing in continuing education to maintain top-level knowledge in our profession.
Collaboration – We value the art of collaboration and will practice it with you, and any professionals on your advisory team, as we reach informed decisions together.
Working with Roush
As an RIA, we’re your advocates, serving your interests first. Working together, you can expect these benefits and much more:
Individuality: – Advice tailored to your personal goals
Relationship: – A close client relationship with complete accountability to you
Education: – Shared knowledge and information from simple to complex subjects
Transparency: – Know the fee structure, based on a percentage of assets managed
Safety: – Institutional custodians safeguard your assets
Your Participant Services
We encourage you to work toward financial wellness over your lifetime, beginning today with your plan.
And, we’ll help you by providing an array of valuable services, so you can stay focused and on track.
Simplified Process
– automatic online enrollment
– when needed, one-on-one enrollment meetings
Informed Investment Advice
– your personal wealth portal with all your finances in one place
– access to a personal advisor for questions, advice, and education
Ongoing Educational Resources:
– individual education meetings
– Informative webinars
Above all, you deserve excellent service from real people who care about your real dream of retirement.