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

Eldercare Services

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.