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Services

Client Problems Are Our Problems Until There’s No More Problems

Reaching your financial goals takes commitment, determination, and a solid plan. It also helps to have an expert on your side. At RFS, we have a seasoned team of professionals who offer a broad range of specialized services that address virtually all your planning needs. We bring together the key resources you need to help make your financial plan work for you – both now and in the future.

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Business Planning

You have worked hard to build your business…

2

Estate Planning

Have you considered how your estate will be distributed?

3

Insurance Planning

Insurance plans can cover a variety of situations…

4

Qualified Plans

As a business owner, have your plans been reviewed...

5

Retirement Planning

Retirement planning can seem like a maze.

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Wealth Management

Evaluating your risk tolerance, the fees you are paying...

Business Planning

You have worked hard to build your business, and it may be one of your largest assets. Will the value of your business be available for the orderly transfer to partners and/or heirs? Reaching your business goals takes commitment, determination, and a solid plan. It also helps to have the right experts on your side that hear and understand your concerns. At RFS, we can coordinate with your other team of advisors on the development, implementation, and/or review of your business plan.

Estate Planning

Have you considered how your estate will be distributed?

Our team at Rosenzweig Financial Services will coordinate with your tax and legal advisors to help you plan the orderly distribution of assets and maximize lifetime giving opportunities.

Together, we will put in place an estate planning process to help mitigate the impact of federal estate taxes, other transfer taxes, and probate with extensive evaluation. RFS’s goal is to help in the orderly transfer of assets from one generation to another in the most cost-effective manner.

Insurance Planning

Insurance plans can cover a variety of situations, such as unexpected events like death, disability, long-term care, business succession, and estate liquidity. Working with a competent professional can help ensure a smooth journey through life.

Qualified Plans

As a business owner, have your plans been reviewed for ever-changing tax law changes, census demographics, and contribution levels? If not, you may be losing potential tax benefits that you are not aware of. Our over three-decade strategic alliance with Penn Pension Center helps us offer cutting-edge design actuarial experience. This relationship allows us to help you evaluate what types of plans are most appropriate. (401(k) plans, Defined Benefit, Defined Contribution, SIMPLEs and/or, SEP-IRA plans, etc.).

Retirement Planning

Retirement planning can seem like a maze. You may already be asking yourself the following questions:

  • How much money will I need?
  • What is the most tax-efficient way of putting together my retirement plan?
  • How much do I need to contribute?

If any of these sound familiar to you, the RFS team, with over four decades of experience, can help you evaluate and look at all your options.

Wealth Management

Evaluating your risk tolerance, the fees you are paying, and the performance of your portfolio should be an ongoing exercise. The RFS team together with our strategic alliances helps provide comprehensive advice, solutions, and services to professionals, affluent families, and business owners. The ultimate goal is an organized and disciplined approach that is carefully monitored over time.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rfs@rfsny.com |  (212) 818-0505