AMAC - The Conservative Alternative to AARP

Need more info? Call Us: 1-888-262-2006
Join Today

Already a member?

Login to my account

RoseMark Advisors

Mission Statement

finance_08RoseMark works to help our members get the maximum enjoyment from their wealth, and to promote their financial security.  Whether our members are just starting out on their financial journey or have already amassed a great fortune, our founding principles are to help organize and grow their wealth, while protecting it from potential invaders that exist. These invaders include income and capital gains tax, creditors, lawsuits, inefficient debt, death, disability, the cost of long term care, poor investment management and estate taxes.

RoseMark members share our common values of integrity, responsibility, family and country. These shared values help establish a fertile environment for sound financial decisions.

RoseMark has been built to design powerful strategies that serve as the foundation of our client’s wealth. The granite is an array of superior financial instruments and services that are strengthened by working harmoniously with our client’s other trusted advisors.

Introduction to the Financial Planning Process

growthEveryone’s financial situation is unique. RoseMark has found that the financial planning process must match your level of financial maturity and be geared to address your heartfelt concerns and financial wants. The initial conversation needs to address specific concerns that you have. Often, a general overview of financial planning will not do the job. This is how our process is different. It offers a variety of introductory conversations that will engage you in dialogue, educate you and motivate you to achieve maximum financial success. This can be accomplished through either the process of comprehensive financial planning or implementing a focused financial strategy.

Focused Financial Strategies

biz_10Not everyone is a candidate for comprehensive financial planning. It is possible that your current situation may not warrant this approach. It is also possible that even though you are an excellent candidate for financial planning, other circumstances preclude you from engaging in this process at this time. Our focused financial strategies consider sound financial solutions to solve specific concerns that you may have. Areas that can be addressed through focused financial strategies include:

  • buildingPersonal

  • 401k – IRA Rollover
  • Annuities
  • Cash Flow & Debt Management
  • Personal Insurance Review
  • Income Tax Savings Techniques
  • Investment Portfolio
  • Retirement Planning
  • IRA Distribution Analysis
  • College Funding
  • Estate Planning
  • Long Term Care Planning
  • building Business

  • Cash Flow & Debt Management
  • Business Insurance Review
  • Income Tax Savings Techniques
  • Review Cash Alternatives
  • Qualified Retirement Plan Design
  • Executive Benefit Programs
  • Voluntary Employee Benefits
  • Business Continuity Planning
  • Group Health Insurance
Join Today!

Become an AMAC Member

Don't miss out on all the benefits and offers you get for becoming an AMAC member.