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Welcome, I'm Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants

Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Based in Phoenix Arizona, However, we are licensed in many states and offer to serve clients anywhere in the U.S. subject to appropriate state licensing. We are an independent fiduciary

We're your family's financial office. We manage all the details, from customizing your investments to implementing sophisticated estate and tax strategies and everything in between. We are independent, privately owned, and not beholden to shareholders - we work only for you. It should come as no surprise that the financial services industry does not

Integrity should guide every decision in your business and personal life. We believe this is a relationship business and without integrity, you cannot have relationships. We have a platform, and more importantly, a culture where your clients' priorities come first. The old ways of doing business are dying. Many firms are stuck doing business the same