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Rosenbaum Financial LLC
Please click here to read an important message to investment clients.
Your single source for estate planning, business planning, retirement planning, insurance, investments, and employee benefits
Sound decisions come from solid planning based on in-depth knowledge and broad experience. At Rosenbaum Financial LLC, we have assembled a team of experts uniquely qualified to provide the foundation you need as you make your way through the maze of insurance and investment options. We are proud of the confidence our clients have shown in our work. Rosenbaum Financial currently manages over $165 million in pension and investment assets and over $20 million in ongoing insurance premiums. (To view recent performance results for the Rosenbaum Core Equity Portfolio Composite, click here for the most recent report showing one month, three month, year-to-date, one year, three year and five year figures or here to view the annual report covering the period from 2002 to present.) The distinction Rosenbaum Financial's team brings is independent integrated planning developed and overseen by a staff with an average of 26 years in the business. Your retirement plan, employee benefits, investments and personal insurance should interact with and complement each other.
Our principals have over 70 years of experience assisting individuals and employers with a broad range of plans and products, including:
- Qualified Pension and Profit Sharing Plans
- Non-Qualified Plan Design
- Supplemental Executive Compensation Plan Design
- Investment Allocation
- Estate Planning
- Business Succession Planning
- Individual and Group Life Insurance
- Group Medical and Dental Plans
- Individual and Group Disability Income Insurance
Our first priority is education. We subscribe to electronic and print media to remain up-to-date on the sometimes mutable Internal Revenue Code and we constantly search for the most effective products and innovative planning techniques. We welcome the opportunity to work with your other advisors. When our clients are ready to make a decision, we can rest assured that we have given them the tools and information they need.
Rosenbaum Financial LLC has the knowledge and experience you look for when selecting a financial services partner. Whether your needs are large or small, you’ll receive the unparalleled service that our clients have come to expect. If you have a question, give us a call or click Contact Us on the menu bar. We’re ready to work with you.
Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial LLC are not affiliated. Licensed for insurance sales in CA, OR and WA. Licensed for securities sales in OR. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available.