Rosenbaum Financial, nonqualified deferred compensation, executive bonus, executive compensation

Corporate Management

Companies face a wide range of issues in managing their money, from fulfilling the fiduciary responsibilities pertaining to retirement plans to providing cash flow to run the business. Our extensive experience working with companies gives us a broad understanding of these issues.

A related concern is executive compensation, not only for the business owner, but to attract and retain quality employees. We have many years of experience working with nonqualified deferred compensation plans, split dollar life insurance and executive bonus arrangements.

How do you compensate your executives?
Is your qualified plan rewarding those most important to your company?
Are you sheltering as much money as you would like?
Is your investment mix appropriate for your employee demographics?

Rosenbaum Financial's Commitment To You

We are looking for long-term relationships, not short-term sales.
You will receive frequent communications from us.
When you call, the phone will be answered by a live person, and the call will be returned the same day.
When we commit to taking an action, it will be followed up upon promptly.

Core Equity Portfolio

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Additional products and services may be available through Rosenbaum Financial, LLC that are not offered by AIC. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. 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. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.