In this AICPA blog, Matt Rosenberg is interviewed by AICPA Insights about the recent survey results showing the most preferred workplace benefits of those just entering the workforce.
RoseCap chose to be an independent, fee-only, investment advisor because we believe this provides the best level of service for our clients. In addition to providing objective investment advice to our clients, we avoid selling high commission products such as life insurance and annuities to clients. Taking the role of a trusted advisor rather than a salesman is something that is very important to RoseCap, and should be very important to clients as well.