Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
FINANCIAL CONSULTING
We offer fixed and variable life insurance, fixed and variable annuities, mutual funds, and Long Term Care insurance, from a variety of carriers which gives us a complete financial system, that guides our clients, toward the right tailored solutions and financial freedom.
INVESTMENT STRATEGY
Our investment strategy is a holistic approach that encompasses insurance and investment products that not only attempt to preserve our client's retirement portfolio longer, but also limit tax consequences.
ASSET ALLOCATION
Rosenthal Financial Group utilizes investment tools that enable our financial professionals to allocate our clients' assets not only based on risk tolerance and investment diversification, but also time horizon.
ADDITIONAL SERVICES
MEDICARE SUPPLEMENTS
Need a Medigap policy? We specialize in Medicare Supplements and Medicare Advantage Plans.
LIFE INSURANCE
For some, life insurance is the foundation of financial planning. We provide Whole Life, Term Life, and Universal Life Plans.
LONG TERM CARE
Financial planning that does not include Long Term Care, can become a failed plan. We assist our clients in designing a long term plan, that fits their family needs.