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INTEGRITY — HONESTY — INDEPENDENT FINANCIAL ADVICE

Our singular focus is YOU.

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Are you retirement ready?

At Rose Greene Financial, we serve as your financial advisor and source of support. We are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Who We Are

Who We Are

Meet Our Team
What We Do

What We Do

What We Do
Why We Do It

Why We Do It

Learn About Us

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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