• We specialize in helping our clients pursue a work optional lifestyle.
    Our Process

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Our Process

Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Our proprietary process, The Finish Line FORMulaTM, is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track. 


 

Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

Damian Rothermel is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ; CA; HI; OH; OR; TX; WA. For investment advisory services these states include: AZ; CA; HI; ID; OH; OR; SC; WA.  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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