* Michael E Rosenzweig
A Complete Financial Services Resource
Recognizing the unique requirements of our clients, RFS works extensively with professionals and business owners to help them reach their specific personal and business-related financial objectives. Our team of skilled professionals has the expertise to provide the very best service and results.
PLANNING SERVICES FOR PROFESSIONALS
* Comprehensive Insurance Analysis:
Having the right insurance programs in place should be a source of immense comfort. We review the type, product, amount and ownership of your coverage. Then, we develop custom-tailored insurance solutions that help provide the complete protection and security you need now and for the future. Finally, we serve as a facilitator, working closely with your other professional advisors to put your program in place.
* Wealth Accumulation:
As your wealth increases, you need advisors who understand the nuances of constantly changing tax legislation. We present the risk and reward opportunities and guide you through steps needed to accumulate, preserve, and transfer wealth in the most tax-advantaged manner.
* Estate Planning:
Effective estate planning is a complex, ongoing process. We begin by presenting your current estate tax liability and the challenges you face. Next, we propose effective solutions and bring together (or work with your existing) team, including an attorney, accountant and trust officer, to implement the plan. Then, we follow up to help ensure a lifetime of security for you, your family, your business and your heirs.
* Retirement Planning:
Maintaining your current lifestyle after retirement should be one of the rewards of a successful professional career. We help you recognize where you stand in the planning process, identify available options, and help you create a strategy to meet your goals. We connect you with a highly skilled pension team that can handle everything from plan design, installation, administration, servicing and even investments. By planning now, we help you turn your dream of a comfortable retirement into a tangible account you can watch grow.
PLANNING SERVICES FOR BUSINESS OWNERS
In today’s financial climate, business owners face many challenges and a dizzying array of options when it comes to employee benefit planning. Rosenzweig Financial Services helps make sense of the alternatives and creates a plan to maximize your tax-favored benefits while streamlining costs.
* Selective Employee Benefit Plans:
The ability to recruit, retain and reward key employees is vital to the success of your business. We provide custom-tailored benefit programs available on a pick-and-choose basis for key employees who contribute most to your business.
* Qualified & Non-Qualified Plans:
We know that benefit plans simply are not "one size fits all." That’s why we help design, administer and service retirement plans that meet both the more complicated needs of highly compensated individuals and the less complicated needs of other employees.
* Supplemental Disability & Life Coverage:
Highly compensated individuals often find it difficult to obtain adequate levels of disability and life coverage. We design programs, paid for either by the company or by the employee, that supplement group coverage, with the added benefit of potential deep premium discounts and potential underwriting concessions.
* Employee Benefit Programs:
Business owners often feel overwhelmed by the array of alternatives available. We help by conducting extensive carrier analysis and presenting competitively priced options for high-quality benefits and ongoing professional service. We enable you to present a menu of benefits that provide value to your employees while managing the cost to your business.
* Succession Planning:
At some point, you may decide to retire or take a more peripheral role in the leadership or ownership of your business. When that happens, we can help your company through the orderly transfer of ongoing operations to the next generation or to individuals outside your family.
ADDITIONAL PLANNING SERVICES OFFERED
- Cash Management
- Charitable Giving
- Tax Deferred Annuities
- Debt Elimination
- Seminar Programs for Companies and Organizations
- Estate Conservation
- Risk Management
- College Funding
- Tax Management
Michael E Rosenzweig
President & CEO
Rosenzweig Financial Services
2 Park Ave #301
New York NY 10016
Tel: 212 818-0505
Fax: 212 370-4273
E-mail: mickey@rfsny.com
* Accredited Estate Planner by the National Association of Estate Planners & Councils
With close to 30 years of professional experience, Mickey founded Rosenzweig Financial Services in 1979 and is a recognized leader in the financial services industry. As Mickey says "Helping deliver more than we promise is the core philosophy of the firm." He has become certified as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP).
Mickey focuses his practice in the areas of creative and advanced uses of Life Insurance, Employee Benefit Programs, Design & Implementation of Qualified & Non-Qualified Retirement Plans, Executive Benefits, Estate Planning, as well as creative uses of Disability and Long Term Care Insurance for both individuals and corporations.
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