Planning Inc
Financial Advising
Why pick this one
Tommy Rosser provides retirement, estate, tax, insurance, and business planning through Consolidated Planning and a Guardian affiliation.
Best for
- retirement income and distribution planning
- families planning for college expenses
- individuals needing life, disability, or long-term-care insurance planning
- business owners planning an exit or succession
- clients seeking coordinated investment, estate, tax, and risk strategies
Specialties
- retirement investing and distribution strategies
- 401(k) planning
- 403(b) planning
- college planning
- estate planning
- tax strategies
- life insurance planning
- long-term-care insurance planning
- business exit planning
- business succession planning
- executive compensation planning
Certifications
- Chartered Financial Consultant (ChFC)
- Certified Exit Planning (CExP)
- Life Underwriter Training Council Fellow (LUTCF)
- Retirement Income Certified Professional (RICP)
- Guardian affiliation
What makes them different
- Offers investment, retirement, estate, insurance, tax, college, and business planning services
- Uses a team approach involving multiple financial professionals
- Provides access to Guardian's Business Resource Center for legal, estate planning, and tax strategy resources
- States that strategies are developed around each client's goals, situation, and risk tolerance
- Works with both individuals and business owners on personal and business financial planning
Distilled from this business's own website.
Contact & Location
- Address
- 503 Carthage St # 203, Sanford, NC 27330
- Phone
- +19193435742
- Website
- http://www.tommyrosser.com/
- trosser@cplanning.com
Services
- investment planning
- retirement planning
- estate conservation
- risk management
- insurance planning
- college savings planning
- cash flow and budgeting
- business planning