About Us

Mission Statement

The goal of RoseMark is to help you get the maximum enjoyment from your wealth and to promote financial security. Whether you are just starting out on your financial journey or have already amassed a considerable nest egg, we can help you to organize and grow your wealth. We can also help to protect you from the pitfalls of income and capital gains tax, creditors, lawsuits, inefficient debt, death, disability, the cost of long term care, poor investment management and estate taxes.

RoseMark provides powerful strategies that serve as the foundation of our client’s wealth. We offer an array of superior financial instruments and services. We are confident that the values we share with our clients – integrity, responsibility, family and country – will contribute to our strong working relationship and sound financial decisions.

Introduction to the Financial Planning Process

Since everyone’s financial situation is unique, RoseMark is geared to address your specific financial concerns and objectives. This is how our process is different. You won’t receive a cookie-cutter financial planning overview from us. Instead, you will engage in real conversations with your RoseMark advisor that will help to direct the process toward maximum financial success. By educating us about your personal financial situation, we can effectively advise whether you would be better served by comprehensive financial planning or by implementing a more focused financial strategy.

Focused Financial Strategies

Not everyone is a candidate for comprehensive financial planning. In this case, our focused financial strategies offer sound financial solutions to solve specific concerns that you may have. Areas that can be addressed through focused financial strategies include:

Personal

  • 401k – IRA Rollover
  • Annuities
  • Cash Flow & Debt Management
  • Personal Insurance Review
  • Income Tax Savings Techniques
  • Investment Portfolio
  • Retirement Planning
  • IRA Distribution Analysis
  • College Funding
  • Estate Planning
  • Long Term Care Planning

Business

  • Cash Flow & Debt Management
  • Business Insurance Review
  • Income Tax Savings Techniques
  • Review Cash Alternatives
  • Qualified Retirement Plan Design
  • Executive Benefit Programs
  • Voluntary Employee Benefits
  • Business Continuity Planning
  • Group Health Insurance