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Phone:

212-949-9200

Fax:

888-684-7665

E-mail:

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Warmest regards,   

                             

Warren Rosen, President

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“Our mission is to educate, guide and inspire our clients to make important decisions with respect to the protection, preservation and transfer of their life's work, offering advice and products that instill the confidence our clients can trust.”

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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