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Our Services

Due to the COVID-19 (Coronavirus) pandemic, our markets have been incredibly volatile. Rosen Financial is here to help during these difficult times. Please contact us to review your accounts and let us help put safeguards in place to protect your retirement portfolio. Additionally, we have provided resources to keep you informed on the current market conditions. 

Due to these unprecedented times, we are currently offering a complimentary 1-hour review of your portfolio ($1,500 value). Please visit: to schedule a time at your convenience.

At Rosen Financial, we provide professional assistance in the following areas:

Financial Service's

  • Budgeting
  • Debt Management
  • Financial Education
  • Retirement Accounts
  • Risk Management
  • *Estate Planning
  • Caring for Aging Family Members


  • Cash Value Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Indexed Universal Life Insurance
  • Term Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance


  • Fixed Annuities
  • Alternative Investments
  • Key Man Insurance
  • Buy-Sell Agreements

Wealth Management

*Some Estate Planning and Tax Services may be offered through a qualified third party.