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Financial Goals

005-business-objectsAt Rosen Financial, we take an individualized approach to helping our clients achieve their financial goals. We don't believe in "cookie-cutter" planning. We provide holistic and personalized experience, combining our client's goals, objectives, risk tolerance, family needs, time horizon, and liquidity needs when developing a strategy.

Additionally, we put a great emphasis and importance on getting to know more about our client's personal interests and passions when developing a goal. Whether you have dreams of retiring and moving to Hawaii or opening your own business, we can devise goals to help get you there...


Financial Foundation Pyramid
  1. Risk Management: Protecting yourself and loved ones is vital to creating a successful financial future. We utilize life and disability insurance to protect your income and your family from lost income should the unexpected happen.
  2. Budgeting: Understanding how to create a budget and effectively plan for future life events such as marriage, birth of a child, starting a new business, buying a home, retirement, and more.
  3. Designing a Financial Goal: Based on your unique circumstances we can tailor a strategy that will guide you through some of the phases: Building a Foundation (Life, Disability, and LTC Insurance), Accumulation (IRA, Mutual Funds, 401(k)'s, Annuities, etc.), Distribution (Retirement Income Stream and help minimizing taxes), and Legacy (leaving wealth to those left behind in the most efficient manner).
  4. Understanding Your Company Benefits: Rosen Financial will explain the benefits you have with your company and will help guide you to maximize their potential and provide you with the tools and products that may not be available to you to help make your financial goal whole.

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