Broker Check

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.


Learn more about Rosenberg Financial Group, Inc. and the RetireRelax Solution™

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