At Rose Advisors, we are committed to providing personalized financial planning and investment solutions that are designed to address each client’s unique situation. We strive to provide each client with a wealth management experience characterized by excellent service, attention to individual needs and trustworthy advice. Our process begins with a comprehensive financial plan which is then married to a tailored mix of investments intended to help achieve your goals with as little risk as necessary.
Evaluate & Define Macro Forces
Individual Security Selection
Portfolio Distribution and Contribution Strategies
Cash Flow Projections
Required Minimum Distribution (RMD) Planning
Review of Employer Sponsored Plans - 401(k), 457(b), 403(b) etc.
Small Business and Self-Employed Retirement Plan Coordination
Social Security Planning
529 Plan Establishment and Management
Coordination of Estate Planning Documents with Trusted Professional
Intra-Family Giving Strategies
Insurance Assessment and Review
Coordinate Life Insurance and Long-Term Care Insurance Policies
Gain/Loss and Income Planning
Tax Loss Harvesting
Coordination with CPA
Annual Tax Return Review
Appreciated Security Donations
IRA Qualified Charitable Distributions (QCDs)
Charitable Trust and Foundation Management
Coordinate New and Refinanced Mortgages
Debt Paydown Strategies
Legal & Privacy
Web Accessibility Policy
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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