Rozman Wealth Management-Brookfield Wisconsin

We are here to help you define your financial goals, monitor your progress and minimize your risk.   We specialize in retirement planning for affluent families and small businesses. 

 

 

Kurt Rozman, Senior Financial Advisor and President of Rozman Wealth Management, was named as a Five Star Wealth Manager* in 2009 and 2010.  Paul Serdynski, CFP ®, Financial Advisor & Andrew LaFontain, Vice President were named Five Star Wealth Managers* in 2011.

 

 

 

 

 * Survey was conducted by Crescendo, an independent third-party research firm, who surveyed 34,000 magazine consumers and 4,600 Financial Service Professionals to evaluate the 50,000 candidates in the Milwaukee area as the best in client satisfaction Wealth managers.  The evaluation was based on nine criteria: customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market who have a minimum five years of experience in the financial services industry. The rating is not representative of any one client’s experience and is no guarantee as to a client's future investment success or an advisors selection or performance in the future.  For more information, go to www.fivestarprofessional.com/wmresearch/.

 
Calculators

Car Affordability

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

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Savings Goals

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Newsletters

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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