Rosen Law & Finance is a unique multidisciplinary firm that provides integrated legal and financial advisory services, specializing in estate planning and elder law. The practice stands out by offering a holistic, “colorful advice in black and white” approach, helping families simultaneously plan their estates and grow their retirement assets.
The firm assists clients in avoiding significant costs associated with death taxes and long-term illness through comprehensive planning. Their integrated model combines the expertise of Rosen Law Group, PLLC for legal matters and Rosen Investment Management, LLC for financial growth, making them a valuable partner for families seeking coordinated advice for their future.
Services Offered
- Estate Planning
- Elder Law
- Investment Services
- Retirement Planning
- Tax Avoidance Strategies
- Long-Term Illness Cost Planning
