Avantax Wealth Management

Retirement Money Management is a financial advisory firm located in Lakewood Ranch, FL, offering a range of services including retirement planning, estate planning, and wealth preservation. With a team of skilled professionals, they aim to educate individuals about financial management and help them pursue their financial goals. Through their website, clients can access a wealth of information, including newsletters, articles, calculators, and a tax library. As a registered investment advisor, Retirement Money Management provides securities and advisory services through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser. They offer personalized solutions tailored to each client's needs, whether it be investment advice or insurance products like annuities and long-term care insurance. With a focus on proactive financial planning, Retirement Money Management strives to help individuals understand the opportunities and potential rewards of managing their personal finances.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

HistoryIn our family office we pride ourselves on our ethics, morals, and family values. We combine those with our skills, education and experience to help meet clients goals and objectives. At Rosenberg Asset Management we are proud to set the standard for all other financial advisory firms, large and small.SpecialtiesWith the power of our independence, combined with the dynamic services of Summit Brokerage and Pershing LLC, we are able to give our clients the tools that are available to the largest institutions and wealthiest investors, at a local level. Our clients are all a priority to our firm, regardless of the size of their accounts. Using our unique and disciplined approach to investing we can work with nearly any individual or business to meet their financial needs.