My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.
Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. I strive to create a personalized financial roadmap that may guide you toward your desired destination. I seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.
Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. I strive to create a personalized financial roadmap that may guide you toward your desired destination. I seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.
Services
Rosemary Frampton has worked in the financial services industry for over 20 years. Her first experiences were with a fraternal benefit organization, involving many hours of volunteer work as well as the financial services. Finding balance between work and personal life, and finding balance within each, drove Rosemary to become an independent financial advisor.
I have both personal and professional experience in the financial services industry, and attend annual continuing education courses. I hold the CERTIFIED FINANCIAL PLANNER(TM) professional designation, and am licensed to sell a variety of investment and insurance products. I am dedicated to developing lasting relationships with all my clients.
Financial planning can be thought of as a roadmap. This roadmap is developed to help get you to where you want to be, whether it's a happy retirement, or financial confidence knowing your family will be provided for financially in the event of an unplanned disaster, maintaining dignity and quality of life, or leaving a bequest to a treasured charity.
This guidebook has helped thousands of widows, encouraging hope and helping to start money conversations. It's received 10 awards and has been featured in many publications. Plus, the U.S. Army uses it in their Survivor Outreach Services Program. It is my sincere wish that if you are grieving the loss of your spouse, please reach out to me for a copy of this book.
One of the greatest concerns of people nearing retirement is the fear of outliving their money. To be comfortable about the longevity of your retirement plan, careful planning needs to be done. Do you want to retire early? Do you know your Social Security benefit options? What's an RMD? What's a stretch IRA? Do you have questions like these?
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