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Jane
Rose, CPA-PFS, CFP
1-800-ADVISER ext. 1029
Philadelphia,
PA
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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
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Call
Jane at
1-800-ADVISER
ext. 1029 |
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Member
of The
Financial Planning Association.
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E-mail
Jane
Click
here |
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Visit
Jane
Web Site
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here |
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Services Available:
Financial
Planning
Money Management
Tax Planning
Estate Planning
Ongoing Financial Advice |
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Overview
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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.
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Available
Services
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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.
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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.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
$500,000.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
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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.
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Call
Jane Rose CPA-PFS, CFP at 1-800-ADVISER ext. 1029 |
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go Back to the 1-800-ADVISER Home Page |
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