Financial Planning Rooted in What Matters Most
Personalized, long-term strategies designed to help you thrive today and tomorrow. At Rosewood Wealth Management, we focus on retirement and legacy planning that puts your goals first.
❖ Build a legacy that lasts
❖ Leave financial stress behind
❖ Enjoy peace of mind
Are you spinning your wheels trying to plan your financial future?
We provide:
A clear, step-by-step financial strategy
Steadfast guidance that gives you peace of mind
A dedicated partner for your long-term success
Personalized advice that fits your lifestyle and unique situation
Our financial services do the heavy-lifting for you.
Retirement Planning
Building a healthy retirement isn’t just about accumulating funds, it's about planning for the lifestyle you envision for yourself. Whether you’re already retired or just starting to plan ahead, we’ll guide you through the twists and turns of retirement planning. The goal? A clear, workable plan that fits your life now and adapts as things change.
Tax Preparation & Bookkeeping
Focus on what you do best and leave the tax preparation and bookkeeping to us. With over 20 years of experience, we offer tailored services that give you back the time and clarity you need to focus on what matters most. From QuickBooks training, payroll and tax reporting, to individual tax returns, we handle all the details for you.
Planning your retirement doesn’t need to be stressful.
With the right guidance, retirement planning becomes a clear, confident process. Our goal is to help you make informed decisions about income, investments, retirement and legacy, so you can focus on what matters most: enjoying the life you’ve worked hard to build.
Let’s Start with a Conversation
Looking for financial guidance? Let’s start with a conversation—no obligations, just a chance to talk. We’ll walk through your goals and see how we can support you on the path to a more secure financial future.