Rose VFO helps families with a net worth of about $10 million, business owners who have had $1.5 million in gross sales, 6+ figure in tax clients or executives who have an income of $1 million or more. Rose VFO has several options for professionals who are looking for exit strategies for their business, estate planning, progressive and not widely known tax strategies, professionals saving for retirement or anyone who is looking for a more advanced strategy planning than their current CPA offers.