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PROFESSIONAL RESOURCE GROUP
BRADLEY J. ROSEN
Bradley J. Rosen founded Rosen Financial with the intention of helping people get a secure handle on their finances and their financial futures. Mr. Rosen has been developing and implementing wealth and retirement income strategies for individuals and companies for over 14 years. His firm focuses on a client-centric approach, carefully factoring in each client's circumstances and priorities in relation to their retirement needs.
Additionally, Mr. Rosen believes that overall good physical health will, in turn, benefit one's financial health. He focuses on using an all-encompassing program that will help lend to overall wellness, happiness, financial freedom and stability. Rosen Financial is a forerunner in this type of concept and is finding that his client's longevity is an important factor in their financial planning.
The happier one is in mind and body, the happier and healthier they are in every other aspect of their lives. Bradley and his wife, Renee, co-founded The Longevity Project to help educate the South Florida community on the relation between health & wealth. For more information about The Longevity Project and it's events, please CLICK HERE.
In addition to being a leader in his field, Bradley strongly believes it is important to stay active in the community by donating his time and services. As a result, he is on the Executive Committee of the Friends of the New World Symphony, he is a member of the Miami Beach Chamber of Commerce as well as a Young Ambassador for the Miami Children's Hospital Foundation.
ABOUT ROSEN FINANCIAL
Rosen Financial has a deep understanding of how to accumulate, preserve, and distribute assets that will continue to support your investments. We will personalize a plan based on your unique circumstances and devise a strategy on how to distribute those assets in a tax-efficient way. By utilizing important industry resources, we can calculate, assess and estimate future expenses based on your health, lifestyle, and retirement or legacy goals while accounting for future inflation on your money.
Rosen Financial, located on Miami Beach's historic Lincoln Road, is here to help you and/or your company find financial stability and independence. As an independent firm, we have access to virtually every insurance and investment company's line-up of insurance and equity based products. Additionally, we understand the importance of staying up to date in today's marketplace carefully and frequently review and rank the companies we represent to make sure we have the latest tools to help our clients. We have no "hidden agenda" or drive to sell a particular product and operate as an independent and open firm. It is important to find a trusted and experienced advisor that consult and guide you through the important decisions regarding your finances.
