Fairway Financial Services

Rottschafer Wealth Solutions specializes in personalized financial services for individuals and businesses. Mission: Our mission is to develop lifelong relationships based on objectivity, integrity and competent financial planning and management. Working closely with you and your other advisers, we can develop a comprehensive plan or focus on a par... ticular area of concern: retirement planning, wealth preservation, estate planning, and portfolio management. We are an independent financial service firm, and as such can offer a wide range of products and services that we customize to our client's needs. Thank you for considering us in your search. Individuals: We take a holistic approach to asset allocation by taking a "snap shot" of the clients' current situation, comparing it to short and long-term goals and dreams, and creating a path by which these goals can be attained. We recognize that every person and situation is different and therefore, we have no one-fits-all program or mentality. Businesses: We have extensive experience in the selection, design and implementation of successful business retirement plans, including 401(k) / Profit Sharing plans, Simplified Employee Purchase plans (SEP), SIMPLE and SIMPLE 401(k) plans and 403(b) plans. Underlying all of this experience is our commitment to service. We train employees on how to effectively utilize this wonderful benefit and educate them twice a year about their specific plan and proper investment allocation for their age and risk tolerance.Read More