
David L. Rosenberg, CFP®, CRPC®
The Rosenberg Group believes financial wellbeing begins with having a Financial Plan. Your stage in life will determine the type of planning need and questions you have. Do you have a plan in place?
Typically, our clients under 55, these are your prime working years. In this life stage, you'll make a majority of your lifetime consumer purchases, while also making crucial financial decisions that will impact the rest of your life. Questions to ask yourself regarding wealth building are:
Most often our clients between 55 and 75, this includes a few years leading up to retirement and the first several years of retirement. While the heavy lifting is done during your Wealth Building years, a customized financial strategy is crucial in this stage for a successful retirement.
After enjoying retirement for several years, our clients, typically those over 75, begin contemplating different goals. Instead of focusing on wealth building and distribution, the focus shifts to how they want to leave their legacy.
If you find yourself struggling to answer these questions, feel free to reach out to us via the Contact Us button at the top of our website.
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