Links to Other Sites

• Union Central Insurance and Investments
  
  
• Internal Revenue Service
  
  Get forms, tax tips and more. Click the link, then The Newsroom.
  
  
• Financial Industry Regulatory Authority (formerly the National Association of Securities Dealers)
  
  
• Leimberg Information Services
  
  Keep up with the latest on estate and business planning, tax trends, qualified plans and more. This is a fee-based service, but you can take a free trial run and, if you decide to, you can subscribe.
  
  
• Wealth eValuator (eMoney login)
  
  You must have a user ID and password to use Wealth eValuator. Contact us to find out more about this service or click the one of the links below.
  
  
• Wealth eValuator from eMoney Advisor

  Wealth eValuator is a comprehensive, web-based system that lets you view many aspects of your financial situation in one convenient location. It can provide inquiry-only access to your various accounts with the data updated daily. It includes interactive tools that will help you plan for areas such as retirement, education funding and planning for disability or long term care. Numerous reports, such as Balance Sheet, Assets, Investments and Cash Flow are available with a click of your mouse. To view a brief video describing the system in more detail, please click the link below which best describes you or your circumstances.

• Business Owner
• Executive
• Woman Professional
• Complex Estate

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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.