Joseph E Roseman Jr. [ChFEBC℠]
5960 Fairview Road
Suite 200
Charlotte, NC 28210
Original Certification Date: 05/09/2014
ChFEBC℠ Number: J1434R0C3
Organization: Retirement Capital Planners
Phone: 704-935-2554
Email: jroseman@rcplanners.com
Website: www.rcplanners.com
States Currently Licensed: NC, SC, AZ, MD, FL, CO, VA, OH
State Insurance License #: 3393044
CRD #: 1411559
Primary Insurance: Athene, American Equity, Allianz, North American, Protective
Primary Investment: Goldman Sachs
Services: Our primary focus is to provide comprehensive planning services to our clients. We use proprietary process called the StayRetired Model. In our over 30 years of assisting clients that include Federal Employees we have never had a client that was forced to go back to work. Our clients retire and StayRetired.