Services and Fees

With over 25 years of financial planning experience coupled with integrity and ethics, the RoseChase Financial Team has the expertise needed to create a comprehensive, individualized financial plan -- a plan that seeks to guide you in your efforts to live comfortably within your means, help reduce your taxes, improve your credit score, preserve and help grow your assets and seeks to provide a solid financial future for you and your heirs.

Our experienced team of certified professionals, along with our team of industry partners, is dedicated to providing you with holistic financial planning strategies precisely tailored to your lifestyle and goals.  At RoseChase Financial we believe in working with you to evaluate your total financial picture, define your goals and create a diversified strategy that strives to provide the best outcomes for achieving your dreams.

We look forward to working with you,

Jonathan Rose, CFP, CMFC

Maranda Bergren, Registered Assistant


Fees at RoseChase Financial vary.  We're happy to provide new clients with a free one hour consultation so you can ask questions, get to know the team, and determine if our experience and expertise match your needs.

RoseChase Financial is committed to 100% transparency in fees charged. If you ever have a question regarding fees or the costs of investing, please ask us for clarification.  We want you to fully understand every aspect of your personal finances.