Our Philosophy on Planning
Our Philosophy on Planning
At Rosenheim Consulting, our expertise is used to make your planning work for you...
But it's so much more than that.
Good planning makes life better for you, great planning makes life better for you, your family, your business and your community.
Every plan is created for a reason or purpose.
Do you want to take care of your own financial security?
Do you want to make sure your family is taken care of if something happens to you unexpectedly?
Do you want to make sure your children and their children are taken care of with a little bit of tax-advantaged wealth planning?
Did you spend your life building a business and want to make sure it will be fine even if you aren't? Do you want to make sure the business survives when you pass on? Is this a family business, because if it is, the planning around it is much more delicate.
Is there a cause or foundation that you want to support? Planning your charitable giving can turn your well-meaning afterthought into a meaningful gift.
These questions are important to ask yourself and when you know what you want and where you stand, we have information to help you act on those ideas.
Our InsideTeam
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 Veglia 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.
