ABOUT
Rosenheim Consulting Services
At Rosenheim Consulting we offer a wide variety of services, and they are all based on our commitment to adding value.
The best product, tool or plan is the one that works best for you. It sounds simple, but there are so many variables that it is just hard for most people to make that judgment.
With more than 40+ years of experience, I help my clients do just that, and so much more.
The first step is we discuss your current life and goals. Then we review your current products and planning with you, to see if they work together.
We teach our clients how to think like a financial professional. It is not just knowing the right answers, but knowing the right questions to ask.
Once we review your existing planning, we will also do some homework on our own and create a more detailed report: it will include the good, the bad and the ugly- followed by an array of recommended possible solutions to choose from.
Our Inside Team
John Rosenheim, LIA,CLU,ChFC, CLTC
John has been a financial advisor since 1974. He has worked with clients from around the world. He is an experienced wealth advisor, longevity planner and an expert in the field of life and disability insurance, and long term care products. In addition to running a Wealth Management and Insurance practice and being a consultant, John is also asked to speak to law firms, accountants and other financial professionals about these very topics, so they can better help their clients.
Gia Franco, Director of Operations
Gia, a Boston University graduate, has been in the financial industry since 2011 and is a fully trained and licensed insurance professional. Gia's role with clients is to make this experience as pleasant and easy as possible.
