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Retirees

We can nurture your wealth so you can live life on your terms, while planning for your family's future.

You’ve done it. You scaled through the complexities that come with a lifetime of work -- and you’ve reached the summit. The material sacrifices you’ve made to prepare for your retirement have led you to where you stand today. Somewhat confident, faintly curious; “Do I have enough money to live comfortably for the rest of my life?”

You’ve relied on the advice of your closest advisors and for the most part, they seem to have done alright. Unfortunately, their advice was minimal. Is your Old Age Security being clawed back? Do you have a thorough retirement plan that not only projects your retirement income capabilities, but details how to organize your estate so you won’t leave such a heavy burden on your most beloved beneficiaries?

In considering the amount of hard work you put into reaching this monumental part of your life, you realize that you deserve a Rosen Group tailored retirement plan which will either confirm that you have done everything right, or highlight those areas where we could improve your circumstances by taking advantage of our unique tax reduction strategies.

You must protect what you have built. We can help you.

As a retired member of our community, I know you well. I know your concerns and the pressure you feel when you stop generating new income. I recognize and respect the years you gave to your profession and I encourage you to meet with me for a private and totally discreet consultation.

We have the tools and resources to help you live the life you've dreamed of and make your money last.