PARTNERING TO HELP PURSUE YOUR FINANCIAL GOALS
ROSENHOUSE GROUP, PC, an Accounting, CPA and Tax Firm with offices in North Dallas, TX and Coral Springs, FL
Your financial goals should be more than a pretty picture on a piece of paper. Instead, you are entitled to feel comfortable knowing that you can realize your dreams with bottom line reliability.
Our firm's extensive experience in financial and accounting services, coupled with our commitment to high professional and ethical standards, enables us to live up to our clients' expectations in a variety of areas:
- Conscientiously prepared tax returns
- Reliable accounting and auditing services
- Management consultation based on solid marketplace data
- Business management services founded on realistic current financial positions and economic forecasts
- Wealth management advice rooted in practical financial strategies
We translate numbers and financial jargon into meaningful concepts, strategies and results. We clarify complicated issues, provide strategic planning recommendations, and offer sound, ongoing advice that will assist you in making more profitable business and personal investment decisions to improve your bottom line.
Our clients are our business. As such, we realize that life and financial security is not nine to five. ROSENHOUSE GROUP, PC, CPAs believes in accessibility to clients on their schedules, not ours. In addition, we take time to understand our clients and their individual needs, realizing the benefits of long term relationships.
Investment and financial planning services are offered by David Rosenhouse and Minty Rosenhouse
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This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
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A presentation about managing money: using it, saving it, and even getting credit.
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Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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A bucket plan can help you be better prepared for a comfortable retirement.
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A special needs trust helps care for a special needs child when you’re gone.