Welcome to Roosa Financial

Defending Capital and Lowering Taxes While Building Community

Roosa Financial exists to help clients defend their capital while putting it to work where it matters most—in businesses, communities, and opportunities that have been historically overlooked.

Through Community Development Financial Institution (CDFI) strategies, we connect private capital with underserved communities in a way that aligns financial discipline, measurable impact, and significant tax advantages.

Why We Exist

Taxes and regulatory complexity place a heavy burden on productivity in this country. Too often, capital that could be building businesses, creating jobs, and strengthening communities is instead absorbed by inefficiency and waste.

When the system offers a legitimate, transparent way to redirect capital toward productive use—while reducing tax liability—we believe it should be used. Done correctly, these structures benefit investors, entrepreneurs, and communities alike.

Our Approach, Roosa Financial helps qualified clients:

Deploy capital into CDFI-aligned investments

Receive tax credits that can result in a 100% write-off of contributed funds over a seven-year period

Participate in the ownership and upside of operating businesses, not speculative ideas

We are disciplined in what we support. Roosa Financial promotes investments only in businesses with the potential to grow to a scale where:

Financial performance can be independently verified

Accounting is transparent and reliable

Profits can be paid appropriately and responsibly

Real Businesses, Real Impact Example

An example of the type of enterprise Roosa Financial may support is Underground Hotrods—a business designed to be both economically viable and community-centered.

Underground Hotrods would operate as:

A working shop that creates, buys, and sells custom hotrods

A community gathering place celebrating automotive history and craftsmanship

A center for preserving mechanical skills and technical knowledge

A mixed-use space featuring a meeting area, merchandise, and a diner

This is the kind of business that creates jobs, culture, skills, and pride—while operating with the financial rigor investors expect.

Built for Clients Who Expect More. Roosa Financial is for clients who believe:

Capital should be protected first

Tax strategy should be intentional, not reactive

Investments should be productive, measurable, and accountable

Communities are strongest when businesses succeed

We defend our clients’ money by putting it to work the right way.

Old Glory Academy is just one part of a private, member-driven, ecosystem of people and businesses who are dedicated to the founding principles of the United States of America – Capitalism, God Given Rights, Innovation, Wealth Creation, and Christianity.