RosenbaumFinancial

Personal Financial Planning

Our job is to help you define your long-range objectives, review strategies that meet these objectives, implement the selected approaches, review the results annually and update plans where appropriate.

We think that the key is to be nimble enough to change when circumstances demand it. Your plan needs to change as circumstances, objectives and markets change.

Are you prepared for another stock market swoon?
What is your tolerance for risk?
Are you really diversified?
Are your assets scattered so you can't keep track of what you have?
If you couldn't work, could you still cover your income needs?

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, 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.