We are Here for You - Covid 19

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.

About Us

Rosenau Financial Advisors was founded by experienced, and knowledgeable professionals with over 10 years in the financial services industry.

Our Team

Our Services

 

Life Insurance

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.

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Health Insurance

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.

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Disability Insurance & Cost Analysis

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.

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Long-term Care Strategies

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.

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Group Health Care & Retirement Options

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.

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Retirement Planning & Investments

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.

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Financial Planning

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.

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Estate Planning

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.

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Get your free investment proposal

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Blogs

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial stability and independence before you can leave behind your day-to-day job in exchange for a more fulfilling path. This is where the increasingly-popular financial independence, retire early (FIRE) movement comes in. The basis of the FIRE movement is quite simple: Save and aggressively invest a large percentage of your...
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living. But it’s a great time for them to learn how responsibility and planning can lead to success, both for...