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Women

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Rosen Financial understands that Women face specific challenges. Bradley Rosen, seen above with the women in his family, works closely with women in the community to educate them on these issues and on how they can take control of their finances. Bradley has seen first hand how women have specific challenges that they need to plan for in their retirement.

One of the most important factors to consider if you are a woman is your longevity. Women live longer than men so they must plan for longevity in their finances and prepare for a time when they may outlive their spouse. Additionally, there are other important factors to consider that specifically affect women such as less pay, less time in the workforce, caring for children or aging relatives, and more. Rosen Financial wants to empower women to take control of their finances!

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.