Your Rosefinch advisor can also arrange insurance through Rosefinch Risk Management, helping families and business owners safeguard what they have built with solutions matched to their circumstances.
Licensed in 15 states and the District of Columbia
Cover that protects your family’s future and provides for those who depend on you: term and permanent solutions sized to your plan.
Annuities for retirement income, tax-deferred growth or both, chosen to complement your investment strategy.
Planning for the cost of extended care, so a future health need doesn’t undo the plan you have worked to build.
Protection for your income and wellbeing, keeping your financial plan on track if illness or injury interrupts your ability to earn.
Because protection sits alongside your financial plan rather than apart from it, cover is designed around what your plan actually needs, no more, no less. Your Rosefinch advisor coordinates it as part of the wider picture, so nothing is duplicated and nothing is missed.
Rosefinch Risk Management is available through your Rosefinch advisor — there is no separate relationship to manage.
Rosefinch Risk Management works with established insurance partners, including CPI Companies (brokerage general agency), to access a broad range of carriers and solutions on your behalf. Variable insurance products are offered through Simplicity Investments, Member FINRA/SIPC.
Rosefinch Investment Advisors, Inc., through its advisors, offers investment and financial advisory services in the United States through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number 288833. Registration with the SEC does not imply a certain level of skill or education and does not imply the SEC has approved or passed upon the advice or services offered through BGAN. Rosefinch Investment Advisors, Inc. is a marketing name only and not a regulated entity in the United States.
Insurance products and services are offered and sold through Rosefinch Risk Management, LLC, a licensed insurance agency, and through individually licensed and appointed insurance agents. New York Insurance License #LB-1914172. Rosefinch Risk Management, LLC is licensed as an insurance agency in Colorado, Connecticut, Florida, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia and the District of Columbia.
Securities offered through Simplicity Investments. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, (303) 797-9080. Rosefinch Risk Management LLC is not affiliated with Simplicity
