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Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Services/Products
  • Managed asset plans - for professional fee-based portfolio management through LPL Financial Tax-advantaged investing - to reduce your tax liability and let more of your money work for you Retirement planning - to design an investment strategy to help you meet all of your retirement goals Estate planning - for preservation of wealth from generation to generation Long-term care - to ensure that you and your heirs are well cared-for Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
Location
Serving Augusta & Surrounding Counties
Other Link

http://www.lpl.com/joseph.rosenberger

Categories
Financial Planners, Investment Securities, Stock & Bond Brokers
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