Forms

New Client Intake Questionnaire

Complete this questionnaire prior to your 1st appointment with us. This questionnaire helps us understand your complete financial picture and how we can help you.

Retirement Planning Questionnaire

Complete this questionnaire prior to your scheduled retirement planning meeting. Please be as detailed as possible to ensure we are completing the most comprehensive financial plan possible.

Step by Step How-to Videos

FAQ’s:

Our office number is (425) 357-0400. Our hours of operations are Monday-Friday 8:30 a.m. to 5:00 p.m. PST. Closed Saturday & Sunday.

Or you may email us anytime at: help@rossfinancialinc.com

If you are having issues accessing your client access account after hours please call our Client Service Support line at 877-752-2237 Monday through Friday, 8 a.m. to 9 p.m. EST. Saturday and Sunday, 8 a.m. to 5 p.m. EST.

Client Access is your source for a simple, secure way to access your account information on your computer or mobile device – it puts instant insight and control at your fingertips! 

You will first need to enroll and set up your account, click here to get started.

Enter your personal information & your account number (your account number can be found at the top of your statement).

See our step-by-step video above, “Client Access Enrollment”

You can call our office Monday-Friday 8:30 a.m. to 5:00 p.m. PST and we would be happy to assist you.

Or you may contact our Client service support line at 877-752-2237 Monday through Friday, 8 a.m. to 9 p.m. EST. Saturday and Sunday, 8 a.m. to 5 p.m. EST

Yes!

You can get the app in Apple’s App Store and the Google Play Store. Alternatively, you can go to your mobile device’s Internet browser and access the Client Access mobile version of the full website.

It’s secure, convenient, and designed with you in mind download the Client Access mobile app today by clicking on the links above.

We charge one transparent fee which includes the management of all your investment accounts held with us, plus ongoing retirement and tax planning. There isn’t any additional charge for financial plans or hourly rates that we charge. We only charge on the assets we manage. In addition to our guidance on the investments we manage directly, we also offer many other benefits and guidance when it comes to other financial aspects of your life that we do not directly manage. Have questions about your 401(k), we have guidance on that. Questions about estate planning, we can offer clarity.

There are investment products that do have additional fees associated, such as 529 College savings plans & Life Insurance Products which will be evaluated when determining the right investment account or type of investment product that is right for you.

Ross Financial is an independent financial advisory team, our relationship with Raymond James allows us to offer you the highest level of client service. Raymond James offers business services to Ross Financial such as compliance oversight, statement generation, reporting & securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Yes! We follow the fiduciary standard on advisory accounts. But more importantly, what is a fiduciary? As a fiduciary, we work in the best interest of you, our client. Non-fiduciaries need only to recommend products that are “suitable” — even if they’re not the lowest-cost or most ideal for you. Beyond the legal definition, Ross Financial takes its responsibility as a fiduciary for advisory relationships to a more personal level. We believe that each unique client situation requires a unique level of service to make sure we are always earning our keep and helping to position you for success, both financially and in life.

Yes! 

 If you aren’t already a client of Ross Financial and you find yourself, a loved one, or a friend in need of financial planning and advising services we would be happy to help! Start by scheduling a 15-minute no-obligation phone call by clicking on the “Schedule 15-Minute Call” located in the top left-hand corner of our website.

Complete the form below for your FREE Download

Your Team

Matt Ross AAMS® AIF®

President of Ross Financial Inc., Wealth Advisor, RJFS

Dylan Simon

Wealth Advisor, RJFS

JON SCHUETTE, MBA

Wealth Advisor, RJFS

Hayley Newman

Wealth Advisor, RJFS

Hannah Elzea

Office Manager

Laura Davis

Client Relationship Specialist

KATHY LIGOCKI

Client Services Manager

KRISTI SUNDBERG

Client Relationship Specialist

Disclosures: Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2A as well as the client agreement.

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