Joseph E Roseman Jr.

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



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.