Rosenberg Financial Group

The Retire…Relax® Solution, our flagship program, is a disciplined investment approach for retirees and pre-retirees that includes an exit strategy when we feel the market risk is high. This fee-based program employs a full-time investment manager who builds and consistently monitors your portfolio based on your risk profile. Our Retire…Relax® Solution assists us in making asset allocation decisions, including converting 100% to cash when we feel it is prudent. Give us a call today!