Jane Rose, CPA-PFS, CFP   1-800-ADVISER ext. 1029      Philadelphia, PA

   
 
RTD Financial Advisors

Jane Rose
 CPA-PFS, CFP, CFS, RFC


Office:
2 Penn Center
Suite 1130
Philadelphia, Pennsylvania

1-800-ADVISER
ext. 1029
Phone: (215) 557-3800
Fax: (215) 557-3814

     

     

     

     
    Call Jane at
    1-800-ADVISER
    ext. 1029

    Member of The 
    Financial Planning Association. 

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Services Available:
Financial Planning 
Money Management
Tax Planning
Estate Planning
Ongoing Financial Advice
Overview 
Jane Rose's specialty is active listening with a highly educated ear. She then implements appropriate wealth management techniques on an individualized customized basis. As a CPA, she is particularly aware of the tax and estate planning implications. 

Jane is a graduate of Rutgers University with an MBA from Temple University. She has 25 years of financial planning and management experience. She has been awarded the Personal Financial Specialist (PFS) designation granted by the AICPA. She has been the featured speaker on the financial planning issues for many organizations including the American Society of Women Accountants, West Jersey Health Foundation, College of Physicians, Imaculata College, Albert Einstain Health Systems and the Girl Scouts Council. 

Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
She begins the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. She analyzes your assets and liabilities and review your cash flow requirements. She evaluates and monitor your investments and risk tolerance. She then recommends an asset allocation strategy. Once agreed, she implements and then monitors a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
$500,000.
Work Hours & Response Time
Regular Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $1,500 to $3,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Jane Rose CPA-PFS, CFP at 1-800-ADVISER ext. 1029


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