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Manage & Pay Bills
Review Financial and Legal Documents
Estate, Gift & Trust Tax Returns
Reconcile Bank & Credit Card Accounts
Offer Second Opinions On All Household Issues
Retirement Advice & Planning
Personal Records Management
Estate, Gift & Trust Planning
Fraud Prevention Strategies
Budget & Record Keeping
Third Party Assurance
Assisting individuals to maintain their independence, financial freedom and dignity.
Our financial needs and lifestyle choices become increasingly complex as we mature. Brian H. Rosenberg, CPA, understands the complexities of retirement and can ensure you or a loved one is being cared for and protected.
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