Ross Kline
Financial Advisor | Exit Planning Specialist
- Role
- Investment Advisor at Rosselot Financial Group
- Location
- Frankfort, KY, US
- LinkedIn followers
- 500 followers
About Ross Kline
I help business owners navigate the most significant financial event of their lives: the sale of their company. With over 14 years of experience in taxes, retirement income planning, and investment management, I specialize in bridging the gap between a successful exit and a secure, work-optional lifestyle.My approach is built on three pillars:Pre-Exit Strategy: Optimizing financial plans to minimize taxes, maximize valuation, and determine the ideal timing for a transition.The Deal Team: I assemble and coordinate a high-caliber team of specialized professionals to ensure my clients are protected and aren\'t leaving money on the table.Post-Exit Wealth Management: Implementing disciplined investment strategies so founders can stop worrying about the markets and start enjoying the freedom they’ve earned.Note to Referring Professionals: I specialize in working with business owners generating $500k – $5M in EBITDA. I am open to connecting with M&A attorneys, CPAs, business brokers, and investment bankers.
Experience
Investment Advisor
Jan 2023 — Present · Frankfort, KY, US
In 2023, I merged my practice with The Rosselot Financial Group, who has an outstanding team and well-built processes, so I could focus all of my time on building relationships with my clients, providing maximum value, and enhancing my knowledge.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Rosselot Financial Group and Cambridge are not affiliated.
Skills
- Retirement Planning
- Life Insurance
- Fixed Annuities
- Banking
- Accounting
- Car Loans
- Credit Cards
- Quickbooks
- Financial Analysis
- Payroll
- Business Management
- Public Speaking
- Customer Service
- Personal Finance
- Financial Risk Management
- Infinite Banking
- Annuities
- Term Life Insurance
- Whole Life Insurance
- Budgeting
- Universal Life
- Permanent Life Insurance
- Indexed Universal Life Insurance
- Indexed Annuities
- Equity Indexed Annuities
- Fixed Indexed Annuities
- Guaranteed Lifetime Income
- Retirement Savings
- Financial Planning
- Long Term Care Insurance
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