Specializing in Retirement Planning, 401k Rollovers and Comprehensive Financial Planning
How Can Jeff Rose Help You?
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless and there are no easy answers.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Client Portfolio Review - systematic checkups to make sure you are on track for your financial goals.
- Variable and fixed annuities - for tax-deferred growth potential
- Mutual Funds, UIT's, ETF's
- Investment Management
- Asset Allocation
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.
