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

Insurance

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

Investments

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

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