Broker Check

Financial Planning

At Rosenbaum Financial, we integrate financial, emotional, and inter-generational strategies. We take a forward-thinking, five-step approach to developing comprehensive financial plans. We call this our 5E Framework.

5E Framework

Our 5E Framework is designed to help clients understand their risk tolerance through complex scenario planning and to dig deep into details that other advisors often overlook.



To learn more or to get started, please contact us.


Contact Us

Name
Email
Phone
Question
Thank you! Oops!