Broker Check

Financial Planning

Client Centered

Michael Rosenberg, RFC, Managing Director has been practicing financial planning since 1981. Financial planning is more than just investing and saving, it is about understanding people, setting goals and staying on course with those goals, and having a qualified financial planner to help maintain your course. Financial Planning is many individual plans, the many plans include but are not limited to: 

  • Education Planning 
  • Retirement Planning
  • Estate Planning
  • Debt Management 
  • Budget Planning
  • Asset Allocation and Investment Management
  • Asset Protection
  • Social Security Planning
  • Managing Cash Reserves

Financial Planning involves not only formulating a plan and making sure all the pieces work together, but also coordinating the services of other professionals such as CPAs, Attorneys, Insurance Professionals, Real Estate Agents, Mortgage Brokers, and Health Care Professionals. Furthermore, financial planning should include a review of employee benefits.