FINANCIAL | Personal financial planning should be personal. We use the Money Quotient True Wealth Process™ to help you create a vision of your ideal future and a plan to realize this future. LEARN MORE |
INVESTMENT | The investment management process flows naturally from the Financial Planning Process. We get to know you and your goals, means and objectives and match your investments to your needs. LEARN MORE |
FINANCIAL COACHING | A plan is a great start, but if it is not implemented, it fails to bear fruit. Rothman Investment Management’s Financial Coaching service provides ongoing guidance and implementation support. LEARN MORE |
DSTs | Ready to move on from managing investment real estate, but not ready to pay the taxes? A DST (Delaware Statutory Trust) is a way to move from actively managed real estate to a passive income stream while deferring taxes via 1031 exchange. LEARN MORE |
RETIREMENT PLANS | A key for any business is attracting and retaining the right talent. Take your company benefits to the next level with a retirement plan tailored to your needs. LEARN MORE |
PHILANTHROPY PLANNING | One of our passions is helping people maximize their charitable intent. Want to optimize your giving strategies? LEARN MORE |
OTHER | Contact us for special business and personal finance projects. LEARN MORE |
