Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 215-543-6576 or Phil@Rosenaufinancial.com any time.
We are always here for you.
Our mission is to provide our clients with the knowledge to fully understand their financial situation and navigate their financial future with confidence.
Rosenau Financial Advisors was founded by experienced, and knowledgeable professionals with over 10 years in the financial services industry.
At Rosenau Financial Advisors we help you protect your legacy by working to analyze your specific situation, give you the knowledge to compare policies, and select the right type of life insurance for you.
Get the knowledge you need to make confident healthcare choices. We work with you to assess your individual needs, get your healthcare premiums under control, and ensure you have the coverage to live your life well.
Don’t let an injury undermine your financial independence. Our professionals can guide you through your disability coverage options, and conduct estimated cost analysis to ensure your policy has you covered.
Our lifetimes are continuing to grow longer. With full access to all of the products available on the market, we give you the knowledge to navigate all your long-term care options, and build a strategy designed specifically for you.
The healthcare system is complicated, offering employee benefits shouldn’t be. Let our professionals guide you through your employee healthcare and group retirement options, and keep your team on the path for you.
Investments play a key role in planning for your financial future. Our team has the knowledge and experience to help you define your retirement goals, assess your financial needs, and strategically build an investment portfolio.
Whether you want to prepare your heirs for success, increase your financial awareness, or protect your legacy, the knowledgeable team at Rosenau Financial Advisors can give you experienced advice to pursue your financial goals.
Prepare to leave a lasting legacy by giving your family a detailed bereavement plan. We work with you to develop a plan that will evaluate gift-giving strategies, weigh trust options, and plan for your legacy
Submitted by Rosenau Financial Advisors on May 7th, 2020
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.