Rosemary Frank Financial, LLC is a specialized financial advisory firm that focuses on navigating clients through major life transitions, with a particular expertise in divorce financial planning. The firm stands out by offering targeted, empathetic guidance during emotionally and financially complex situations, helping individuals make informed decisions that protect their long-term financial health.
The firm takes a collaborative, client-centered approach, working closely with individuals—especially women, small business owners, and those undergoing family or estate-related legal proceedings—to address both immediate needs and future goals. Rosemary Frank brings advanced credentials and a deep understanding of the financial intricacies involved in divorce, estate matters, and wealth transitions, offering clarity and confidence during uncertain times.
Services Offered
- Divorce Financial Analysis
- Financial Planning for Women
- Retirement Planning
- Wealth Management
- Estate Planning
- Pre-Nuptial Agreement Financial Support
- Estate Settlement Financial Guidance
- Structuring Injury Awards
- Trust Establishment
- Inheritance Management
- Business Protection Planning
- Attorney Support Services
- Financial Consulting for Family Law Matters
- Continuing Legal Education (CLE) and Continuing Medical Education (CME) on Financial Topics
Rosemary Frank, who holds an MBA, CDFA/ADFA, CFE, and MAFF certifications, offers services designed to complement legal counsel, ensuring clients receive comprehensive support during critical financial and life events.
