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Families

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Whether you are just starting a family or became parents long ago, there is no denying that children are a special gift and a fulfilling part of adulthood. They are our greatest responsibility and most important commitment. Parenthood can be wonderfully rewarding and frighteningly challenging all at the same time. As our children travel this long and bumpy road from infancy to adulthood we nurture them, worry about them, love them, but most of all we try to protect them. We want our children to grow up in a stable world, one in which they are physically safe, emotionally nurtured, nutritionally healthy, and financially secure.

It is important to consider how your family would cope financially should the unexpected happen. Rosen Financial understands that financial discussions may not always be comfortable but we are here to do what is in the best interest for you and your family. We conduct our services in the strictest of confidence.

As your financial advisor, Bradley and his team will:

  • Spend time getting to know you and put together a customized insurance and/or investment plan outlining exactly what we're trying to accomplish based on your goals.
  • Give you unbiased advise. As an independent firm, Rosen Financial, has access to nearly every company and their products to ensure that you are purchasing the most appropriate plans and products for your specific needs.
  • Keep you abreast of market changes needed during the different phases of your life.
  • Give you access to other trusted professionals that help solidify your estate and fiancnail well being such as Estate Attorneys, CPAs, Health Insurance professionals and more.

Services provided include: Life Insurance, Disability Insurance, College Savings Plans, IRAs, 401(k)'s and Retirement Planning.