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 those who are retired or approaching retirement. Our advisors are Registered Representatives offering securities through LPL Financial, 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.
Pursuing 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 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 pursuing 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 pursue 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.
For more detailed information regarding our advisors and staff, please visit the Our Team section of our Web site.
Who We Are