We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by David Rosenhouse and Minty Rosenhouse
CPA, President, COO
David is a Certified Public Accountants licensed by the Florida Board of Accountancy Texas State Board of Accountancy. He serves as the President and COO of both the Texas and Florida offices.
L. Minton Rosenhouse
CPA, Chief Executive Officer
Minton has been practicing for over 43 years. His primary areas of practice concentration are wealth management, tax and tax planning, audits, small closely held businesses, litigation support, financial consulting, service industries...