Rosenthal Retirement Planning, LP
To always be an industry leading independent advisory firm for those seeking life-long
retirement solutions through disciplined investment strategies and superior client service.
Rosenthal Retirement Planning, LP is in the business of providing retirement planning, financial advice and financial services for a wide range of individuals through commission and fee-based services. Our advisors are Registered Representatives offering securities through National Planning Corporation, a registered Broker/Dealer. Over the past 20 years, we have built our reputation as a leader in the retirement transition process as well as Individual Retirement Account (IRA) rollover strategies. We are well-versed in the complex rules regarding lump sum investments, IRA rollovers and retirement plan distributions.
Achieving and maintaining your financial goals takes effort and energy, often leaving less time for other things you'd rather be doing. Our goal as financial professionals is to expertly guide you in planning your financial affairs. We accomplish this by getting to know you and your family, your aspirations and your financial objectives, then making recommendations based on solid financial principles that fit your goals. With Rosenthal Retirement Planning, LP by your side, you may enjoy the confidence that comes from knowing you are working with one of the leading independent financial advisory firms in the country.
Since 1993, we've been helping clients achieve financial independence with our personalized approach to financial and retirement planning. You have spent your life accumulating your wealth and now we can help you by developing a long-term distribution strategy. In developing and maintaining this plan, we have access to a broad range of financial vehicles from which to choose. We strive to help you maintain the standard of living to which you have become accustomed and to help preserve your wealth for your children and grandchildren, if you so desire.
At Rosenthal, a personal service advisor will work to help you achieve your goals. Burk Rosenthal's leadership in the financial services industry helps our team of advisors consistently obtain the information they need to help you make suitable decisions for your financial future. Rosenthal's highly qualified team of support professionals work with our personal service advisors to help support your financial needs.
Click the play button to hear what Terry Bradshaw
has to say about Rosenthal Retirement Planning, LP.
For more detailed information regarding our advisors and staff,
please visit the Our Team section of our Web site.
For more information about our firm, you may reach us at: (817) 336-2000 - (214) 752-1000 - (800) 336-2553.
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Securities and Advisory Services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Advisor. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Advisor. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.