Whatever Life Brings
At Rowe Financial Group, we have been working with clients for over 40 years.
We’ve walked clients through births, deaths, graduations, weddings, retirement, and all financial stressors. We bring a light-hearted and empathetic approach to what can be stressful events. The range of our planning experience is broad.
Social Security
Social security is complicated and covers not only retirement but also survivor and disability benefits. We have conversations with clients regarding their election options regularly. We would be happy to talk to you.
Estate Planning
Our financial planning process is comprehensive. Often times our clients are motivated to undertake legal planning after meeting with us and we help clients prepare for those important meetings. Also, we have helped clients follow through on legal advice in regard to their financial assets. This would include retitling assets and updating beneficiary designations.
Tax Considerations
Almost no financial planning conversation happens without important tax considerations. If asked, we’ll work with your professional tax counselor to make sure that decisions are made with an eye on the tax outcomes.
Retirement Planning
The critical transition from workforce to retiree.
Whether it’s individual retirement planning with IRAs or Roth IRAs, or helping people with their company-sponsored plans, we’re here for you.
Another area of concern for many of our clients is pension elections at retirement. We understand the nuances and importance of making a good decision.
College Planning
We offer 529 College Savings Plans, and UTMA/Custodial accounts for this area of your financial plan. We love helping clients plan for their children and grandchildren’s continuing education.