Absolute
FREEDOM
to protect your principal
Enjoy the
DREAM
...of a reasonable rate of return.
Our
TEAM
will keep it simple for you.
Safety First
We believe in safety first!
Reasonable Return
We will evaluate your needs and offer you potential solutions!
Keep it Simple
Your financial future doesn’t have to be complicated!
Welcome To Rose Financial Group
The Rose Financial Group specializes in financial planning for retirees and those considering options for their future retirement. We help our clients evaluate their financial goals, and offer conservative guidance towards their objectives. We strive to help our clients avoid mistakes that can drain their retirement savings. We have assisted numerous clients in building, protecting, and preserving their retirement assets.
Our goal is to take the mystery out of investing, preparing for retirement, managing risk, and preserving your wealth.
Let us help you make the right decisions about your financial future!
Steven A. Rose, CLU, ChFC, CASL, MSFS
Certified Financial Planner
Rose Financial Group
7800 Allentown Blvd. #B-2
Harrisburg, PA 17112
info@rosefinancialgroup.net
EDUCATIONAL SEMINARS
- Strategies to feel good about preparing for retirement
- Strategies that can help rebuild your financial needs
- Strategies in challenging times
- Strategies to help achieve financial goals
- Strategies to help achieve your long-term financial goals
- Feel good about your retirement strategies
- Feel confident about your retirement savings strategies
- How you can get income that you won't outlive*
- Information about IRA's and tax deferral characteristics **
- Things to think about that may be more appropriate for your financial needs
- How our clients have kept their money safe from market declines
- Options that let you avoid taxes on IRA distributions**
- Products that keep your principal safe from market declines*
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation
If just one of these items are a concern you need to call us NOW at 717-652-5205.
