Rosenberger Financial Services 

CONNECT

Address:

17 Stoneridge Drive Ste 201
Waynesboro, VA 22980

Phone:

(540)932-2239

Fax/Other:

(540)932-2623

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Wealth Planning 
    • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and exceed your goals. 
  • Retirement planning 
    • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Estate planning 
    • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management 
    • Reviewing existing life and long-term care insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Tax management 
    • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Business Planning
    • Helping your business attract and retain qualified employees through benefit packages.
  • Education funding 
    • Recommending investment and accumulation strategies to help you pay for your children's education.