Wealth Management

Share your financial needs and goals with us, we’ll develop and implement a plan together, then modify it according to changes that occur in your life.

Death of Loved One

Suddenly being responsible for all things financial upon the loss of a spouse, or for a parent’s finances about which you understand little, can become overwhelming.

Post-Divorce

Rebuild your financial future and develop self-confidence by using our comprehensive checklist of action items, expert advice, and financial recovery strategies.

Job Loss

The comfort and security of a thoughtful financial strategy may make you a better interview candidate for the next great job.

Our advisors are dedicated to achieving your financial goals

Rosemary Frank Financial, LLC provides you with the tools, personal resources, expertise and guidance you need to make your best financial decisions. We believe in combining financial education, at whatever level you need, with individualized guidance and assistance. There is an extensive selection of information and resources here under the Research tab. In addition, we have a number of easy to understand topical illustrations in our office to help facilitate great conversations about things that matter to you. We have a learning and collaborative environment.

Watching your future

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We Offer Personalized Plans to Match Your Needs

One size fits all attitudes are best left to umbrellas and burgers. At Rosemary Frank Financial, LLC, we specialize in tailoring plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Individuals

You are not alone. Professional guidance is available to help you manage your financial independence.

Families

Your family members all have different individual needs. We can help you honor each of them with balance and respect.