Kurt Rosentreter

At Kurt Rosentreter's Financial Services, we specialize in helping individuals and families achieve their financial goals through customized financial planning and wealth management. With almost two decades of experience, Kurt Rosentreter, a Certified Financial Planner, has helped numerous clients navigate the complexities of personal finance, investing, and estate planning.

Our Approach

As a trusted advisor, Kurt takes a holistic approach to financial planning, focusing on each client's unique situation, goals, and values. He is committed to delivering personalized service, transparency, and expertise to empower clients to make informed decisions about their financial futures. Our approach is centered around understanding each client's financial situation, identifying their goals, and creating a customized plan to achieve those goals.

Services

Our services encompass a wide range of financial planning and wealth management strategies, including:

• Financial Planning: We help clients create a comprehensive financial plan tailored to their individual needs, goals, and values.
• Investment Advisory: We offer expert guidance on investing in stocks, bonds, mutual funds, and other investment instruments, ensuring investors achieve their long-term financial goals.
• Insurance Planning: Our team provides expert advice on insurance products, including life insurance, disability insurance, and long-term care insurance, to help protect clients and their families.
• Career Transition Planning: We assist individuals transitioning to new careers, helping them navigate the financial implications of their career change.
• Divorce Financial Planning: Our expertise in divorce financial planning helps clients navigate the complexities of dividing assets, debts, and financial obligations during divorce proceedings.

Our Clients

We serve a diverse range of clients across various industries, including:

• Millennial Professionals: We help young professionals plan for their financial futures, starting from the ground up.
• Self-Employed Professionals: Our expertise in financial planning and investing helps self-employed professionals manage their finances and achieve their business goals.
• Accountants: As experts in financial planning, we provide guidance to accountants and other professionals in the financial services industry.
• Doctors and Dentists: We offer financial planning and investment advice tailored to the unique needs of medical professionals.
• Business Owners: Our team helps entrepreneurs and small business owners create a financial plan, secure their financial futures, and achieve their business goals.
• Not-for-Profit Organizations: We provide financial planning and management solutions to not-for-profit organizations, helping them achieve their mission-driven goals.

What Sets Us Apart

At Kurt Rosentreter's Financial Services, we pride ourselves on our:

• Personalized Service: We take the time to understand each client's unique situation and goals.
• Expertise: Our team of experts is dedicated to staying up-to-date on the latest financial planning and investing strategies.
• Transparency: We believe in complete transparency, ensuring our clients always know what they'll receive for their fees.
• Customized Solutions: We craft personalized financial plans tailored to each client's unique needs.
• Proven Track Record: Our experience and reputation speak for themselves; we've helped countless clients achieve their financial goals.