Western Research & Management

YOU'VE WORKED HARD TO GET WHERE YOU ARE. ISN'T IT TIME TO FOCUS ON MAINTAINING YOUR SUCCESS?Life's major transitions, such as retirement, divorce or the loss of a loved one, can be overwhelming. Having a plan to help maintain your financial security as you deal with these major transitions is essential. At Rosenthal Retirement Planning, LP, our highly-qualified team of financial advisers can help you design a plan using time-tested strategies to help ensure your financial security.

HistoryOur reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.SpecialtiesOur firm specializes in helping individuals and families develop sound investment strategies for all the stages in life. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

As a Personal Financial Representative in Arlington, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Arlington office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.