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Welcome to Rosenberg Financial Group
President’s Welcome Message:                                                                                 

At Rosenberg Financial Group, Inc., we have created the RetireRelax SolutionTM that assists us in managing our clients’ money. This disciplined investment approach for retirees and pre-retirees includes an exit strategy when we feel that risk is high. Keeping an eye on the investment landscape for our clients is something we do each and every day.

 

Following are some important points about our firm:
  • We are independent: We represent our clients, not a big company, so have no pressure to “sell” you a product.
  • We are fee based: Rosenberg Financial Group, Inc. charges a fully disclosed fee to manage your money and provide financial advice.
  • Money is managed in-house: We have a full time account manager who builds and constantly monitors your portfolio based on your risk profile.
  • We are flexible: Our RetireRelax Solution helps us make asset allocation decisions, including going 100% to cash when we feel it is prudent to do so.
  • We provide personal service: We provide quarterly account reviews for our clients.
  • We are accessible: When you call our office, a live person answers the phone.


If you would like to meet us and learn more about the RetireRelax Solution™ 
contact us at support@rfmoney.com
.

Steve Rosenberg, CFP®, President
Rosenberg Financial Group, Inc.

Listen to Your Money with Steve and Sherri every Saturday morning at 9:00 Be sure to watch Sherri every Wednesday afternoon on the 5:00 edition of "Eyewitness News."




 Investing involves risk including the potential loss of principal. No investment strategy, such as asset allocation,  can guarantee a profit or protect against loss in periods of declining values
    Email Us At: support@rfmoney.com


www.facebook.com/retirerelax

http://royalalliance.com/disclosures/socialmedia 

2517 Moody Road, Warner Robins GA, 31088 Tel: 478-922-8100
4875 Riverside Drive, Suite 201, Macon GA, 31210 Tel: 478-741-4457
Call us Toll Free: 800-777-0867 Email: steve@rfmoney.com

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC
Disclaimer

This communication is strictly intended for individuals residing in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 * - Are not Registered with Royal Alliance Associcates, Inc. 
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 Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Advisory Services offered through Rosenberg Financial Group, Inc., An Independent Registered Investment Advisor not affiliated With Royal Alliance Associates, Inc. Stephen Rosenberg also offers additional Advisory Services through Royal Alliance Associates, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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