At Abowd & Rose Financial Group, we believe “Life’s worth planning.™” Our comprehensive financial strategy approach includes an analysis of where you are, where you want to go, and the steps to get there. We offer the following tailored services to meet each client’s particular wants and needs by combining our experience, loyalty, and financial knowledge with sophisticated technology.
- personalized family wealth management including legacy and estate planning
- individual and business financial management
- individual and business retirement planning including stocks, bonds, mutual funds, 401K plans, IRAs, SEPs, and REITs
- insurance management strategies (group health, personal life insurance, key person insurance, disability income insurance, Long Term Care)
- tax reduction strategies
Our refreshing yet conservative financial strategy model builds confidence through educating our clients. Using consistent and diversified financial strategies allows our clients to feel good about their finances – and their lives – so they can have the freedom to focus on what’s truly important.