Integrity
Experience
Collaboration
Integrity. Experience. Collaboration.

"Each Person has a story, and our goal is to help you discover what true wealth means to you. We're passionate about being by your side throughout the entire financial life planning process."

- Rick Roush - Founder, Financial Life Planner

Integrity.

Roush Investment Group is wholeheartedly committed to always serving our clients' best interests first. As an RIA firm, we remain fully independent from any product, service, or provider to eliminate potential conflicts of interests. 

We are committed to provide clarity and full transparency to our clients for their financial needs and dreams.

Experience.

With over 40 years of combined experience, we are experts in the financial services industry. Our diverse background ranges from financial planning and asset management to real estate, taxes, and more.

Our passion for our industry drives our quest for continuous learning by investing in education for higher knowledge.

Collaboration.

As your trusted advisor, we value the art of collaboration to provide a seamless financial experience with your team of advisors. 

We form close client relationships because we care about our clients and they care about us.  This leads to the depth of relationship our clients deserve.

Key Questions

  • How have you defined your family's core values?
  • How will you protect your spouse's dignity in declining health?
  • How do you plan for the intangible cost of healthcare?
  • How do you guard your assets against inflation?

If any of these questions cause hesitation, please take a conversation with us. 

Take a Conversation

The Roush Group advocates for business owners and accomplished individuals in the central valley and central coast regions of California...

View our Brochure

Services

Asset Management

Business Exit Strategies

Estate/Trust Planning

Financial Life Planning

Life Insurance

Succession Planning

Retirement Plans

Wealth Management

Let's Talk

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