Rosenberg Financial Group
At Rosenberg Financial Group, Inc., we have created the RetireRelax SolutionTM that assists us in managing our clients’ money. This disciplined investment approach for retirees and pre-retirees includes an exit strategy when we feel that risk is high. Keeping an eye on the investment landscape for our clients is something Rosenberg Financial Group, Inc. does each and every day.
The following are some important points about our firm:
Rosenberg Financial Group, Inc. is independent
We represent our clients, not a big company, so have no pressure to “sell” you a product.
We are fee based
Rosenberg Financial Group, Inc. charges a fully disclosed fee to manage your money and provide financial advice.
Money is managed in-house
We have a full time investment manager who builds and constantly monitors your portfolio based on your risk profile.
We are flexible
Our RetireRelax SolutionTM helps us make asset allocation decisions, including going 100% to cash when we feel it is prudent to do so.
We are accessible
When you call Rosenberg Financial Group, Inc., a live person answers the phone.
