Broker Check

About Rosen Financial

Mission Statement

Rosen Financial was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your financial future.

About Our Firm

1111 smaller 2

Rosen Financial has a deep understanding of how to accumulate, preserve, and distribute assets that will continue to support your investments. We will personalize a plan based on your unique circumstances and devise a strategy on how to distribute those assets in a tax-efficient way. By utilizing important industry resources, we can calculate, assess and estimate future expenses based on your health, lifestyle, and retirement or legacy goals while accounting for future inflation on your money.

Rosen Financial is here to help you and/or your company find financial stability and independence. As an independent firm, we have access to virtually every insurance and investment company's line-up of insurance and equity based products. Additionally, we understand the importance of staying up to date in today's marketplace carefully and frequently review and rank the companies we represent to make sure we have the latest tools to help our clients. We have no "hidden agenda" or drive to sell a particular product and operate as an independent and open firm. It is important to find a trusted and experienced advisor that consult and guide you through the important decisions regarding your finances.

Our Commitment

Our experienced professionals utilize a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.