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Bring your Finances to LIFE

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Home›Posts Tagged "Family"

Tag: Family

  • Cash-flow & Budgeting, Education, Estate Planning, Relationships & Money
    May 28, 2021
    by Kurt J. Rossi

    Preparing Your Finances for a New Child

    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is ...
    Read More
  • Insurance
    October 16, 2020
    by Kurt J. Rossi

    Protecting Your Loved Ones with Life Insurance

    Losing a loved one can be one of the most challenging things for a family to face.  Unfortunately, many families are thrust into worrying about ...
    Read More

 

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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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Email: kurt.rossi@independentwm.com or 732-280-7550.

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