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Knowledge is only the potential for success. We take an educational approach to wealth planning and provide you with action steps and strategies, focused on your objectives and developed with the end result in mind.

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re-fine

1. to reduce to a pure state  2. to free from inferior quality

Our money is reduced by taxes and other wealth eroding factors beyond our control. Due to society’s infringements, we are not trained to utilize money in a pure state. There are coarse characteristics that subject our capital to risk such as taxes, market risk, lawsuits, a disability, premature death, interest rate risk and the unknown. We also unknowingly lack the necessary knowledge of the rule changes that apply to distribution planning versus accumulation planning. We inadvertently transfer wealth away through ineffective product purchases, instead of strategies that work collaboratively.

When oil is refined it is transformed from a dormant state to a reproductive and profitable entity fueling the economy in various capacities. The same should apply to your finances. Rotman & Associates utilizes a wealth planning process that empowers our clients through education and helps to validate key economic and wealth building principles. This process will help to procure the necessary strategies to protect, grow and distribute wealth. The data and research you will receive in this consultative approach is unsurpassed in confirming your financial decisions.

We challenge you to refine your money and define your purpose. It is essential that we live our lives with quality, clarity, perspective, evaluation and a state of constant refinement.

                                                                                                                           Jeffrey Rotman

We Are Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.

The same can be said about your retirement strategy.

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