Experience the Rossiter Financial Group difference. We combine the resources of a larger firm with the personal attention and care of a smaller practice. Our team sets us apart from the rest. We have a team of valued employees who will ensure you have a positive experience with every visit. Here at Rossiter Financial Group, we go above and beyond the role of Financial Advisor. We are passionate about building personal relationships with each client. Become a part of our family and experience the difference for yourself!
Succession Planning is a process in which individuals who will assume leadership roles within a company are identified. The process ensures that the business operates efficiently when people in key leadership positions within the company retire, resign, etc.
Succession planning is more than filling gaps or finding replacement candidates for key positions. The goal of succession planning is to ensure a smooth transition. In prepping for growth, development, and change, laying the foundation for succession planning is imperative.
The first step in effective and successful succession planning is to meet with a financial advisor at Rossiter Financial Group. We can assist in the whole process and ensure you are taking the appropriate steps now to avoid a crisis in the future when it comes to succession planning. Another essential factor to consider, even if you do not intend to retire or leave your position soon, is identifying someone you can mentor to take on your role and successfully run your business after you retire or in the event of a medical emergency or sudden unfortunate circumstances. Taking the proactive approach to succession planning ensures that your business will continue to work and provide for you and your family for many years to come and that your legacy will live on. Make an appointment with Rossiter Financial Group today and find out how we can help make your succession planning effective and successful.