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		Retirement and Pension Plan FAQ’s
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	What prospective clients ask Roussel & Associates
	If you are considering a new financial advisor for your personal finance needs—here are our answers to several frequently asked questions from Roussel & Associates’ prospects.
	Just click on the question below to read how Roussel & Associates answers our prospective clients. If you have additional questions, please contact us online or by phone at 615.377.2935.

Financial Planning

of financial terms

Roussel Resources
Online

	Retirement and Pension Plan FAQ’s What type of retirement or pension plan should my company offer our employees? Are you limited to certain set of vendors in establishing our retirement plan? Can Roussel & Associates work with our current vendor? Do you also offer investment advice to employees? Can Roussel & Associates coordinate my company's retirement plan with personally held investments? Do you offer semi-annual and annual reviews? Do you provide investment and plan support throughout the year? How does Roussel & Associates communicate the retirement plan to our employees? How is Roussel & Associates compensated for its retirement and pension planning services? Can Roussel & Associates remove my company's fiduciary liability? What steps are needed to retain Roussel & Associates as our retirement plan consulting firm? Financial Planning FAQ’s What financial planning services do you offer for individuals? Are you regulated by any organization(s)? If you're going to manage my account, will you get my permission every time you buy or sell something? Has any professional organization, regulatory agency or client ever charged you with any breaches? What is your approach to financial planning? What services do you offer? Will you be the only person working with me? How will I pay for your services? How can I schedule an appointment to discuss my financial future? Printable page Email this page

	Securities and Investment Advisory offered through Woodbury Financial Services. Inc, Member FINRA, SIPC P.O. Box 54284, St. Paul, MN 55164 800-800-2638 Roussel and Associates and Woodbury Financial Services Inc., are not affiliated entities.
	Steve Roussel, owner of Roussel & Associates, is licensed to sell life and health insurance in TN, KY, AL, GA, IL, MN, MS, OH, and WI, and he is licensed to sell securities in TN, KY, GA and FL
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