Broker Check
Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

Visionary Guidance  .  Customized Investments  .  Unrivaled Service.

Have you spent your life uncovering opportunities no one else saw — then transforming them into meaningful outcomes?

Have you built your success with diligent work and tireless ambition, but never sacrificed your values in the process?

We understand why these priorities matter, because we’ve built our practice on the same tenets.

Since 1956, Rosenbaum Financial has helped people like you find new ways to protect, preserve and grow their wealth. We focus on helping clients transform complex circumstances into opportunities by analyzing and refining every angle of their financial lives.


We create financial strategies tailored to your goals

Planning the Life
You Deserve

We take the time to understand you and create a strategy that reflects your values and goals, and also plan for the unexpected.


How does this benefit me, as a client?

Client Centered

For decades, our team has focused on achieving significant results without cutting corners or sacrificing the greater good.

Learn more

Helpful Content

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.