The Rothe Financial Group, Inc. is an independent financial services and insurance consulting firm. As an independent firm, we offer objective solutions that never involve the sale of any proprietary products. Our clients include small and mid-sized businesses, individuals, their families and associated business interests.

We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve desired results.

Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. To accomplish this, we focus on building portfolios to help meet your needs while emphasizing consistent returns. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. As such, we endeavor to learn and understand your personal financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We welcome the opportunity to introduce our unique formula for fiscal stability into your financial future. Toward that end, we invite you to call us or stop by our offices at any time.

We look forward to meeting you.

Tracy  A. Rothe, CFP®
Joel  D. Rothe, CFP®



NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.