to protect your principal
...of a reasonable rate of return.
will keep it simple for you.
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
- 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