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AMAC Financial Planning · RoseMark Advisors

One Place to Plan Your Whole Financial Future.

RoseMark Advisors is AMAC's financial planning division — licensed fiduciary advisors who help with retirement income, long-term care, and life insurance. Pick the path you need, or let an advisor point the way. The first conversation is always free, with no obligation.

  • RoseMark Advisors — AMAC's own financial planning division
  • Independent advice with no carrier quotas
  • Free, no-obligation consultation
Free
first consultation,
no obligation
3
ways to plan:
retirement, LTC, life
100%
fiduciary —
your interest first
Choose Your Path

Three Ways RoseMark Helps You Plan

Each path covers a specific need — and one advisor can help you tie them together. Pick where you want to start.

Retirement Planning

Turn a lifetime of savings into income you won't outlive — with wealth management, annuities, and IRA rollovers built for mature Americans.

  • Income built to last as long as you do
  • Social Security timing & tax-smart withdrawals
  • Annuities and IRA rollovers
  • A real, named fiduciary advisor
Explore retirement planning

Long-Term Care

Plan for nursing, assisted living, and in-home care before you need it — with strategies that protect what you've worked for.

  • Asset-based and hybrid LTC strategies
  • Self-insuring options reviewed honestly
  • Covers nursing, assisted living & in-home care
  • Protects your savings and your family
Explore long-term care

Life Insurance

Protect your family's future and leave a legacy — with term, whole, and universal life coverage matched to your goals.

  • Term, whole & universal life
  • Coverage matched to your family's needs
  • Leave a clear, lasting legacy
  • No-pressure, fiduciary guidance
Explore life insurance
Why Members Trust RoseMark

Advice Built for AMAC Members

AMAC's Financial Partner

RoseMark Advisors is AMAC's exclusive financial planning division — built for AMAC members and their families.

Independent, Fiduciary Advice

Licensed fiduciary advisors with no carrier quotas. By law, your interests come first — on retirement, long-term care, and life alike.

A Free First Conversation

Your first consultation costs nothing and carries no obligation. We review your situation and recommend the next step that fits your goals.

Real People, On Your Side

Meet Your RoseMark Fiduciary Advisors

Licensed fiduciary advisors in the AMAC family of companies. No quotas, no pressure — just a plan built around you.

Matt Racanelli

Matt Racanelli

"We build a plan around your whole picture — not around selling you one product."

Ashley Marrone

Ashley Marrone

"As a fiduciary, I'm legally required to put your interest first. Always."

Frank Kestler

Frank Kestler

"The first call is a conversation, not a pitch. You decide what comes next."

Erika Small

Erika Small

"I help turn a lifetime of savings into a paycheck you won't outlive."

Justin Jordan

Justin Jordan

"Retirement income, long-term care, life — I help tie all three together."

Free & No Obligation

Talk With a RoseMark Advisor

Not sure where to start? Tell us a little and a licensed RoseMark fiduciary advisor will reach out — usually the same day. It's a conversation, not a pitch. Nothing moves or locks up a dime.

  • A real, named fiduciary advisor — never a bot
  • Retirement income, long-term care & life — under one roof
  • Your interests first, by law
  • Part of the AMAC family of companies
Licensed fiduciary advisors
No-obligation review
Your info stays private
Takes under 2 minutes

Request Your Free Consultation

What do you want to plan first?

No cost. No obligation. RoseMark Advisors, 5 Orville Dr. Suite 400, Bohemia NY 11716.

Common Questions

Straight Answers

Who is RoseMark Advisors?
RoseMark Advisors is AMAC's exclusive financial planning division, offering personalized wealth management, annuities, life insurance, IRA rollovers, and long-term care planning through licensed fiduciary advisors.
Is there a cost for the initial consultation?
No. Your first consultation with a RoseMark advisor is completely free and carries no obligation. They'll review your situation and recommend next steps tailored to your goals.
What services does RoseMark offer?
RoseMark advisors help with retirement planning, annuities, life insurance, long-term care, IRA rollovers, business continuity planning, and investment strategies.
What does "fiduciary" mean for me?
A fiduciary advisor is legally required to put your interests ahead of their own. There are no carrier quotas and no pressure — the recommendation you get is the one that fits you, not the one that pays the most.

One Plan. Three Ways to Build It.

Retirement income, long-term care, or life insurance — start anywhere. A licensed RoseMark fiduciary advisor will help you see how it all fits, free and with no obligation.

Call 888-730-6565